Legacy Capital Group California’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
1,201
+58
| +5% | +$32.6K | 0.19% | 138 |
|
|
2025
Q1 | $627K | Sell |
1,143
-31
| -3% | -$17K | 0.22% | 127 |
|
|
2024
Q4 | $618K | Sell |
1,174
-6
| -0.5% | -$3.16K | 0.19% | 148 |
|
|
2024
Q3 | $583K | Sell |
1,180
-2,079
| -64% | -$1.03M | 0.19% | 153 |
|
|
2024
Q2 | $1.44M | Sell |
3,259
-73
| -2% | -$32.2K | 0.52% | 43 |
|
|
2024
Q1 | $1.6M | Sell |
3,332
-102
| -3% | -$49.1K | 0.59% | 31 |
|
|
2023
Q4 | $1.46M | Buy |
3,434
+13
| +0.4% | +$5.55K | 0.57% | 30 |
|
|
2023
Q3 | $1.35M | Buy |
3,421
+17
| +0.5% | +$6.73K | 0.58% | 28 |
|
|
2023
Q2 | $1.34M | Buy |
3,404
+1,248
| +58% | +$491K | 0.55% | 32 |
|
|
2023
Q1 | $784K | Buy |
+2,156
| New | +$784K | 0.38% | 76 |
|