Personal CFO Solutions’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
7,310
-283
| -4% | -$159K | 0.76% | 20 |
|
|
2025
Q1 | $4.16M | Buy |
7,593
+42
| +0.6% | +$23K | 0.85% | 16 |
|
|
2024
Q4 | $3.98M | Sell |
7,551
-152
| -2% | -$80K | 0.78% | 19 |
|
|
2024
Q3 | $3.8M | Buy |
7,703
+120
| +2% | +$59.3K | 0.53% | 40 |
|
|
2024
Q2 | $3.35M | Sell |
7,583
-100
| -1% | -$44.1K | 0.51% | 40 |
|
|
2024
Q1 | $3.7M | Buy |
7,683
+306
| +4% | +$147K | 0.58% | 37 |
|
|
2023
Q4 | $3.15M | Buy |
7,377
+1,477
| +25% | +$630K | 0.54% | 37 |
|
|
2023
Q3 | $2.34M | Sell |
5,900
-64
| -1% | -$25.3K | 0.46% | 45 |
|
|
2023
Q2 | $2.35M | Buy |
5,964
+34
| +0.6% | +$13.4K | 0.48% | 39 |
|
|
2023
Q1 | $2.15M | Sell |
5,930
-73
| -1% | -$26.5K | 0.45% | 47 |
|
|
2022
Q4 | $2.09M | Sell |
6,003
-34
| -0.6% | -$11.9K | 0.44% | 47 |
|
|
2022
Q3 | $1.72M | Sell |
6,037
-888
| -13% | -$252K | 0.43% | 47 |
|
|
2022
Q2 | $2.19M | Sell |
6,925
-601
| -8% | -$190K | 0.51% | 40 |
|
|
2022
Q1 | $2.69M | Sell |
7,526
-131
| -2% | -$46.8K | 0.53% | 38 |
|
|
2021
Q4 | $2.75M | Buy |
7,657
+1,439
| +23% | +$517K | 0.52% | 35 |
|
|
2021
Q3 | $2.16M | Buy |
6,218
+202
| +3% | +$70.2K | 0.44% | 38 |
|
|
2021
Q2 | $2.2M | Sell |
6,016
-200
| -3% | -$73K | 0.45% | 42 |
|
|
2021
Q1 | $2.21M | Buy |
6,216
+146
| +2% | +$52K | 0.48% | 40 |
|
|
2020
Q4 | $2.17M | Buy |
6,070
+423
| +7% | +$151K | 0.54% | 42 |
|
|
2020
Q3 | $2K | Buy |
5,647
+95
| +2% | +$34 | 0.67% | 39 |
|
|
2020
Q2 | $1.64M | Buy |
5,552
+426
| +8% | +$126K | 0.49% | 49 |
|
|
2020
Q1 | $1.24M | Buy |
5,126
+5
| +0.1% | +$1.21K | 0.44% | 49 |
|
|
2019
Q4 | $1.53M | Sell |
5,121
-405
| -7% | -$121K | 0.44% | 38 |
|
|
2019
Q3 | $1.51M | Buy |
+5,526
| New | +$1.51M | 0.6% | 28 |
|