MGO Private Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
379
| – | – | 0.14% | 59 |
|
|
2025
Q1 | $208K | Buy |
+379
| New | +$208K | 0.15% | 54 |
|
|
2024
Q4 | – | Sell |
-590
| Closed | -$291K | – | 61 |
|
|
2024
Q3 | $291K | Sell |
590
-768
| -57% | -$379K | 0.21% | 44 |
|
|
2024
Q2 | $599K | Hold |
1,358
| – | – | 0.38% | 43 |
|
|
2024
Q1 | $654K | Buy |
1,358
+570
| +72% | +$274K | 0.41% | 40 |
|
|
2023
Q4 | $336K | Buy |
788
+96
| +14% | +$40.9K | 0.23% | 54 |
|
|
2023
Q3 | $274K | Buy |
+692
| New | +$274K | 0.2% | 58 |
|
|
2023
Q2 | – | Sell |
-867
| Closed | -$315K | – | 74 |
|
|
2023
Q1 | $315K | Buy |
867
+29
| +3% | +$10.5K | 0.25% | 56 |
|
|
2022
Q4 | $291K | Hold |
838
| – | – | 0.13% | 95 |
|
|
2022
Q3 | $238K | Buy |
+838
| New | +$238K | 0.11% | 114 |
|