Jupiter Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Sell |
10,141
-171
| -2% | -$98.8K | 2.96% | 9 |
|
|
2025
Q1 | $6.05M | Sell |
10,312
-549
| -5% | -$322K | 3.66% | 8 |
|
|
2024
Q4 | $5.72M | Buy |
10,861
+399
| +4% | +$210K | 2.87% | 10 |
|
|
2024
Q3 | $5.17M | Hold |
10,462
| – | – | 2.64% | 10 |
|
|
2024
Q2 | $4.85M | Sell |
10,462
-1,106
| -10% | -$513K | 2.57% | 11 |
|
|
2024
Q1 | $5.26M | Sell |
11,568
-150
| -1% | -$68.2K | 2.78% | 9 |
|
|
2023
Q4 | $5M | Hold |
11,718
| – | – | 2.94% | 11 |
|
|
2023
Q3 | $4.62M | Buy |
11,718
+800
| +7% | +$316K | 3% | 9 |
|
|
2023
Q2 | $4.29M | Hold |
10,918
| – | – | 3.69% | 6 |
|
|
2023
Q1 | $3.97M | Sell |
10,918
-1,426
| -12% | -$518K | 3.65% | 7 |
|
|
2022
Q4 | $4.29M | Buy |
12,344
+1,270
| +11% | +$442K | 4.15% | 7 |
|
|
2022
Q3 | $3.15M | Sell |
11,074
-666
| -6% | -$189K | 3.16% | 11 |
|
|
2022
Q2 | $3.7M | Sell |
11,740
-604
| -5% | -$191K | 3.37% | 9 |
|
|
2022
Q1 | $4.41M | Sell |
12,344
-4,381
| -26% | -$1.57M | 2.76% | 11 |
|
|
2021
Q4 | $6.01M | Sell |
16,725
-940
| -5% | -$338K | 3.12% | 9 |
|
|
2021
Q3 | $6.32M | Sell |
17,665
-270
| -2% | -$96.6K | 2.98% | 9 |
|
|
2021
Q2 | $6.72M | Sell |
17,935
-847
| -5% | -$317K | 3.22% | 12 |
|
|
2021
Q1 | $7.31M | Buy |
18,782
+270
| +1% | +$105K | 3.69% | 10 |
|
|
2020
Q4 | $6.61M | Hold |
18,512
| – | – | 4.05% | 9 |
|
|
2020
Q3 | $6.26M | Sell |
18,512
-7,672
| -29% | -$2.59M | 4.41% | 9 |
|
|
2020
Q2 | $8.17M | Sell |
26,184
-218
| -0.8% | -$68K | 4.09% | 8 |
|
|
2020
Q1 | $7.1M | Sell |
26,402
-12,293
| -32% | -$3.3M | 4.13% | 7 |
|
|
2019
Q4 | $12M | Sell |
38,695
-65
| -0.2% | -$20.2K | 5.81% | 1 |
|
|
2019
Q3 | $10.5M | Sell |
38,760
-4,881
| -11% | -$1.33M | 5.62% | 2 |
|
|
2019
Q2 | $12M | Sell |
43,641
-213
| -0.5% | -$58.6K | 5.95% | 1 |
|
|
2019
Q1 | $10.6M | Buy |
+43,854
| New | +$10.6M | 5.09% | 1 |
|