Kolinsky Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $963K | Sell |
1,830
-4
| -0.2% | -$2.11K | 0.59% | 25 |
|
|
2024
Q3 | $905K | Buy |
1,834
+137
| +8% | +$67.6K | 0.59% | 29 |
|
|
2024
Q2 | $748K | Buy |
1,697
+34
| +2% | +$15K | 0.54% | 35 |
|
|
2024
Q1 | $801K | Buy |
1,663
+133
| +9% | +$64K | 0.61% | 29 |
|
|
2023
Q4 | $653K | Buy |
1,530
+21
| +1% | +$8.96K | 0.57% | 33 |
|
|
2023
Q3 | $598K | Buy |
1,509
+112
| +8% | +$44.4K | 0.59% | 31 |
|
|
2023
Q2 | $542K | Sell |
1,397
-30
| -2% | -$11.6K | 0.51% | 35 |
|
|
2023
Q1 | $519K | Sell |
1,427
-184
| -11% | -$66.9K | 0.55% | 35 |
|
|
2022
Q4 | $560K | Buy |
1,611
+61
| +4% | +$21.2K | 0.64% | 25 |
|
|
2022
Q3 | $441K | Buy |
1,550
+138
| +10% | +$39.3K | 0.55% | 36 |
|
|
2022
Q2 | $445K | Buy |
1,412
+85
| +6% | +$26.8K | 0.53% | 37 |
|
|
2022
Q1 | $474K | Buy |
1,327
+83
| +7% | +$29.6K | 0.47% | 40 |
|
|
2021
Q4 | $447K | Buy |
+1,244
| New | +$447K | 0.41% | 45 |
|