Kanen 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 | $562K | Hold |
1,000
| – | – | 0.22% | 23 |
|
|
2025
Q1 | $548K | Hold |
1,000
| – | – | 0.22% | 21 |
|
|
2024
Q4 | $527K | Hold |
1,000
| – | – | 0.2% | 21 |
|
|
2024
Q3 | $494K | Hold |
1,000
| – | – | 0.26% | 16 |
|
|
2024
Q2 | $441K | Hold |
1,000
| – | – | 0.27% | 17 |
|
|
2024
Q1 | $482K | Hold |
1,000
| – | – | 0.31% | 14 |
|
|
2023
Q4 | $427K | Hold |
1,000
| – | – | 0.3% | 17 |
|
|
2023
Q3 | $396K | Hold |
1,000
| – | – | 0.3% | 17 |
|
|
2023
Q2 | $393K | Hold |
1,000
| – | – | 0.26% | 19 |
|
|
2023
Q1 | $363K | Hold |
1,000
| – | – | 0.25% | 18 |
|
|
2022
Q4 | $348K | Hold |
1,000
| – | – | 0.18% | 23 |
|
|
2022
Q3 | $284K | Hold |
1,000
| – | – | 0.17% | 26 |
|
|
2022
Q2 | $315K | Sell |
1,000
-1,517
| -60% | -$479K | 0.17% | 23 |
|
|
2022
Q1 | $900K | Buy |
2,517
+1,517
| +152% | +$542K | 0.16% | 21 |
|
|
2021
Q4 | $359K | Hold |
1,000
| – | – | 0.12% | 22 |
|
|
2021
Q3 | $348K | Hold |
1,000
| – | – | 0.12% | 25 |
|
|
2021
Q2 | $365K | Hold |
1,000
| – | – | 0.08% | 28 |
|
|
2021
Q1 | $356K | Buy |
+1,000
| New | +$356K | 0.19% | 21 |
|