Peterson Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $67.5K | Buy |
+137
| New | +$67.5K | 0.26% | 75 |
|
|
2023
Q1 | – | Sell |
-3,333
| Closed | -$1.16M | – | 52 |
|
|
2022
Q4 | $1.16M | Sell |
3,333
-1,665
| -33% | -$579K | 1.53% | 26 |
|
|
2022
Q3 | $1.42M | Buy |
4,998
+37
| +0.7% | +$10.5K | 1.38% | 30 |
|
|
2022
Q2 | $1.57M | Buy |
4,961
+320
| +7% | +$101K | 1.47% | 33 |
|
|
2022
Q1 | $1.66M | Buy |
4,641
+281
| +6% | +$100K | 1.37% | 30 |
|
|
2021
Q4 | $1.57M | Buy |
+4,360
| New | +$1.57M | 1.28% | 30 |
|