Kingswood Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
5,552
-72
| -1% | -$40.5K | 0.25% | 94 |
|
|
2025
Q1 | $3.08M | Sell |
5,624
-199
| -3% | -$109K | 0.28% | 85 |
|
|
2024
Q4 | $3.07M | Sell |
5,823
-4,389
| -43% | -$2.31M | 0.23% | 95 |
|
|
2024
Q3 | $5.04M | Buy |
10,212
+1,176
| +13% | +$581K | 0.36% | 62 |
|
|
2024
Q2 | $3.99M | Buy |
9,036
+503
| +6% | +$222K | 0.36% | 60 |
|
|
2024
Q1 | $4.11M | Sell |
8,533
-266
| -3% | -$128K | 0.47% | 37 |
|
|
2023
Q4 | $3.75M | Buy |
8,799
+5,593
| +174% | +$2.39M | 0.43% | 43 |
|
|
2023
Q3 | $3.3M | Sell |
3,206
-149
| -4% | -$153K | 0.56% | 39 |
|
|
2023
Q2 | $1.32M | Buy |
+3,355
| New | +$1.32M | 0.42% | 57 |
|