Mattern 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 | $261K | Hold |
465
| – | – | 0.05% | 138 |
|
2025
Q1 | $255K | Hold |
465
| – | – | 0.06% | 143 |
|
2024
Q4 | $245K | Hold |
465
| – | – | 0.05% | 149 |
|
2024
Q3 | $230K | Hold |
465
| – | – | 0.05% | 163 |
|
2024
Q2 | $205K | Hold |
465
| – | – | 0.05% | 169 |
|
2024
Q1 | $224K | Buy |
+465
| New | +$224K | 0.05% | 165 |
|