Mosaic Family 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 | $1.03M | Sell |
1,839
-44
| -2% | -$24.7K | 0.13% | 79 |
|
|
2025
Q1 | $1.03M | Buy |
1,883
+16
| +0.9% | +$8.77K | 0.15% | 76 |
|
|
2024
Q4 | $983K | Sell |
1,867
-297
| -14% | -$156K | 0.14% | 81 |
|
|
2024
Q3 | $1.07M | Buy |
2,164
+17
| +0.8% | +$8.39K | 0.16% | 75 |
|
|
2024
Q2 | $947K | Buy |
2,147
+7
| +0.3% | +$3.09K | 0.15% | 77 |
|
|
2024
Q1 | $1.03M | Sell |
2,140
-726
| -25% | -$350K | 0.17% | 66 |
|
|
2023
Q4 | $1.22M | Buy |
2,866
+732
| +34% | +$312K | 0.21% | 55 |
|
|
2023
Q3 | $845K | Hold |
2,134
| – | – | 0.17% | 75 |
|
|
2023
Q2 | $839K | Hold |
2,134
| – | – | 0.17% | 79 |
|
|
2023
Q1 | $775K | Hold |
2,134
| – | – | 0.16% | 81 |
|
|
2022
Q4 | $742K | Buy |
+2,134
| New | +$742K | 0.21% | 75 |
|