Marks Group 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 | $1.27M | Hold |
2,262
| – | – | 0.12% | 161 |
|
|
2025
Q1 | $1.24M | Hold |
2,262
| – | – | 0.12% | 165 |
|
|
2024
Q4 | $1.19M | Hold |
2,262
| – | – | 0.12% | 161 |
|
|
2024
Q3 | $1.12M | Buy |
2,262
+10
| +0.4% | +$4.94K | 0.11% | 169 |
|
|
2024
Q2 | $993K | Hold |
2,252
| – | – | 0.1% | 170 |
|
|
2024
Q1 | $1.08M | Hold |
2,252
| – | – | 0.11% | 163 |
|
|
2023
Q4 | $961K | Buy |
2,252
+68
| +3% | +$29K | 0.11% | 170 |
|
|
2023
Q3 | $865K | Sell |
2,184
-4
| -0.2% | -$1.58K | 0.11% | 172 |
|
|
2023
Q2 | $861K | Buy |
2,188
+4
| +0.2% | +$1.57K | 0.1% | 175 |
|
|
2023
Q1 | $794K | Buy |
2,184
+71
| +3% | +$25.8K | 0.1% | 180 |
|
|
2022
Q4 | $735K | Hold |
2,113
| – | – | 0.1% | 181 |
|
|
2022
Q3 | $601K | Hold |
2,113
| – | – | 0.09% | 187 |
|
|
2022
Q2 | $667K | Sell |
2,113
-302
| -13% | -$95.3K | 0.1% | 193 |
|
|
2022
Q1 | $863K | Hold |
2,415
| – | – | 0.11% | 176 |
|
|
2021
Q4 | $869K | Hold |
2,415
| – | – | 0.11% | 187 |
|
|
2021
Q3 | $839K | Buy |
+2,415
| New | +$839K | 0.11% | 165 |
|