Meadow Creek Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
1,302
-9
| -0.7% | -$5.06K | 0.49% | 39 |
|
|
2025
Q1 | $718K | Sell |
1,311
-5
| -0.4% | -$2.74K | 0.54% | 42 |
|
|
2024
Q4 | $693K | Buy |
1,316
+29
| +2% | +$15.3K | 0.5% | 42 |
|
|
2024
Q3 | $635K | Buy |
1,287
+231
| +22% | +$114K | 0.5% | 43 |
|
|
2024
Q2 | $466K | Buy |
1,056
+138
| +15% | +$60.9K | 0.44% | 55 |
|
|
2024
Q1 | $442K | Buy |
918
+45
| +5% | +$21.7K | 0.31% | 72 |
|
|
2023
Q4 | $372K | Buy |
+873
| New | +$372K | 0.36% | 64 |
|
|
2022
Q3 | $252K | Sell |
885
-55
| -6% | -$15.7K | 0.33% | 78 |
|
|
2022
Q2 | $296K | Sell |
940
-67
| -7% | -$21.1K | 0.36% | 73 |
|
|
2022
Q1 | $360K | Sell |
1,007
-183
| -15% | -$65.4K | 0.39% | 76 |
|
|
2021
Q4 | $428K | Buy |
+1,190
| New | +$428K | 0.4% | 72 |
|