KFG 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 | $693K | Buy |
1,232
+83
| +7% | +$46.7K | 0.11% | 102 |
|
|
2025
Q1 | $630K | Sell |
1,149
-102
| -8% | -$55.9K | 0.11% | 103 |
|
|
2024
Q4 | $659K | Buy |
1,251
+53
| +4% | +$27.9K | 0.12% | 92 |
|
|
2024
Q3 | $592K | Buy |
1,198
+102
| +9% | +$50.4K | 0.13% | 95 |
|
|
2024
Q2 | $484K | Buy |
1,096
+42
| +4% | +$18.5K | 0.19% | 98 |
|
|
2024
Q1 | $508K | Buy |
1,054
+32
| +3% | +$15.4K | 0.21% | 85 |
|
|
2023
Q4 | $436K | Sell |
1,022
-13
| -1% | -$5.55K | 0.2% | 85 |
|
|
2023
Q3 | $410K | Buy |
+1,035
| New | +$410K | 0.22% | 79 |
|