Moran 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 | $18.3M | Sell |
32,523
-1,013
| -3% | -$569K | 0.56% | 50 |
|
|
2025
Q1 | $18.4M | Sell |
33,536
-1,234
| -4% | -$676K | 0.62% | 44 |
|
|
2024
Q4 | $18.3M | Buy |
34,770
+10
| +0% | +$5.27K | 0.58% | 49 |
|
|
2024
Q3 | $17.2M | Sell |
34,760
-232
| -0.7% | -$115K | 0.53% | 64 |
|
|
2024
Q2 | $15.4M | Buy |
34,992
+111
| +0.3% | +$49K | 0.51% | 66 |
|
|
2024
Q1 | $16.8M | Sell |
34,881
-283
| -0.8% | -$136K | 0.54% | 58 |
|
|
2023
Q4 | $15M | Buy |
35,164
+240
| +0.7% | +$102K | 0.53% | 59 |
|
|
2023
Q3 | $13.8M | Sell |
34,924
-410
| -1% | -$162K | 0.54% | 69 |
|
|
2023
Q2 | $13.9M | Sell |
35,334
-593
| -2% | -$233K | 0.52% | 71 |
|
|
2023
Q1 | $13.1M | Buy |
35,927
+539
| +2% | +$196K | 0.49% | 78 |
|
|
2022
Q4 | $12.3M | Buy |
+35,388
| New | +$12.3M | 0.47% | 73 |
|