Napa 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 |
-2,652
| Closed | -$1.45M | – | 157 |
|
|
2025
Q1 | $1.45M | Buy |
2,652
+782
| +42% | +$429K | 0.82% | 38 |
|
|
2024
Q4 | $985K | Buy |
+1,870
| New | +$985K | 0.43% | 68 |
|
|
2024
Q1 | – | Sell |
-6,334
| Closed | -$2.7M | – | 93 |
|
|
2023
Q4 | $2.7M | Buy |
+6,334
| New | +$2.7M | 1.47% | 16 |
|