Legacy Capital Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
2,156
-41
| -2% | -$23K | 0.28% | 76 |
|
|
2025
Q1 | $1.2M | Sell |
2,197
-14
| -0.6% | -$7.67K | 0.3% | 69 |
|
|
2024
Q4 | $1.16M | Sell |
2,211
-2,228
| -50% | -$1.17M | 0.29% | 72 |
|
|
2024
Q3 | $2.19M | Buy |
4,439
+1,990
| +81% | +$983K | 0.44% | 41 |
|
|
2024
Q2 | $1.08M | Buy |
+2,449
| New | +$1.08M | 0.28% | 71 |
|
|
2024
Q1 | – | Sell |
-2,767
| Closed | -$1.18M | – | 245 |
|
|
2023
Q4 | $1.18M | Sell |
2,767
-273
| -9% | -$116K | 0.33% | 65 |
|
|
2023
Q3 | $1.2M | Buy |
+3,040
| New | +$1.2M | 0.33% | 64 |
|
|
2023
Q2 | – | Sell |
-2,967
| Closed | -$1.08M | – | 149 |
|
|
2023
Q1 | $1.08M | Buy |
+2,967
| New | +$1.08M | 0.29% | 72 |
|