Perfromance 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 | $586K | Buy |
1,043
+200
| +24% | +$112K | 0.02% | 98 |
|
|
2025
Q1 | $462K | Sell |
843
-10
| -1% | -$5.48K | 0.02% | 98 |
|
|
2024
Q4 | $449K | Sell |
853
-45
| -5% | -$23.7K | 0.01% | 104 |
|
|
2024
Q3 | $443K | Buy |
898
+412
| +85% | +$203K | 0.02% | 114 |
|
|
2024
Q2 | $214K | Buy |
+486
| New | +$214K | 0.01% | 151 |
|
|
2022
Q1 | – | Sell |
-584
| Closed | -$210K | – | 184 |
|
|
2021
Q4 | $210K | Buy |
+584
| New | +$210K | 0.01% | 174 |
|