Mowery & Schoenfeld 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 | $5.62K | Hold |
10
| – | – | 0.01% | 267 |
|
|
2025
Q1 | $5.49K | Hold |
10
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $5.27K | Buy |
10
+6
| +150% | +$3.16K | 0.01% | 299 |
|
|
2024
Q3 | $1.98K | Hold |
4
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $1.77K | Hold |
4
| – | – | ﹤0.01% | 192 |
|
|
2024
Q1 | $1.93K | Sell |
4
-1
| -20% | -$482 | ﹤0.01% | 138 |
|
|
2023
Q4 | $2.13K | Buy |
+5
| New | +$2.13K | ﹤0.01% | 142 |
|