Modern 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 | $1.31M | Buy |
2,333
+2
| +0.1% | +$1.12K | 0.03% | 319 |
|
|
2025
Q1 | $1.28M | Buy |
2,331
+494
| +27% | +$271K | 0.04% | 275 |
|
|
2024
Q4 | $967K | Buy |
1,837
+616
| +50% | +$324K | 0.04% | 259 |
|
|
2024
Q3 | $603K | Buy |
1,221
+180
| +17% | +$88.9K | 0.04% | 228 |
|
|
2024
Q2 | $459K | Buy |
1,041
+112
| +12% | +$49.4K | 0.03% | 233 |
|
|
2024
Q1 | $447K | Buy |
+929
| New | +$447K | 0.04% | 181 |
|