Montz Harcus 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 | – | Sell |
-408
| Closed | -$224K | – | 86 |
|
|
2025
Q1 | $224K | Sell |
408
-33
| -7% | -$18.1K | 0.12% | 72 |
|
|
2024
Q4 | $232K | Buy |
441
+2
| +0.5% | +$1.05K | 0.13% | 67 |
|
|
2024
Q3 | $217K | Buy |
+439
| New | +$217K | 0.13% | 69 |
|
|
2024
Q2 | – | Sell |
-451
| Closed | -$217K | – | 71 |
|
|
2024
Q1 | $217K | Buy |
+451
| New | +$217K | 0.15% | 60 |
|