Meridian 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 | $376K | Buy |
669
+19
| +3% | +$10.7K | 0.05% | 80 |
|
|
2025
Q1 | $356K | Sell |
650
-128
| -16% | -$70.2K | 0.06% | 75 |
|
|
2024
Q4 | $410K | Buy |
778
+9
| +1% | +$4.74K | 0.06% | 71 |
|
|
2024
Q3 | $380K | Sell |
769
-98
| -11% | -$48.4K | 0.06% | 72 |
|
|
2024
Q2 | $383K | Buy |
867
+53
| +7% | +$23.4K | 0.07% | 71 |
|
|
2024
Q1 | $392K | Buy |
814
+36
| +5% | +$17.3K | 0.07% | 66 |
|
|
2023
Q4 | $332K | Buy |
778
+9
| +1% | +$3.84K | 0.06% | 70 |
|
|
2023
Q3 | $304K | Buy |
769
+103
| +15% | +$40.8K | 0.06% | 72 |
|
|
2023
Q2 | $262K | Buy |
666
+32
| +5% | +$12.6K | 0.05% | 77 |
|
|
2023
Q1 | $230K | Buy |
+634
| New | +$230K | 0.05% | 84 |
|
|
2021
Q2 | – | Sell |
-346
| Closed | -$123K | – | 764 |
|
|
2021
Q1 | $123K | Sell |
346
-132
| -28% | -$46.9K | 0.04% | 95 |
|
|
2020
Q4 | $170K | Sell |
478
-14
| -3% | -$4.98K | 0.07% | 69 |
|
|
2020
Q3 | $166K | Buy |
492
+17
| +4% | +$5.74K | 0.08% | 65 |
|
|
2020
Q2 | $141K | Buy |
475
+10
| +2% | +$2.97K | 0.08% | 71 |
|
|
2020
Q1 | $112K | Buy |
465
+13
| +3% | +$3.13K | 0.07% | 81 |
|
|
2019
Q4 | $136K | Buy |
+452
| New | +$136K | 0.08% | 79 |
|