Peterson 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
Q1 | $4.12M | Sell |
7,525
-3,404
| -31% | -$1.87M | 2.78% | 12 |
|
|
2024
Q4 | $5.75M | Buy |
10,929
+158
| +1% | +$83.2K | 3.42% | 11 |
|
|
2024
Q3 | $5.32M | Sell |
10,771
-37
| -0.3% | -$18.3K | 3.4% | 11 |
|
|
2024
Q2 | $4.77M | Buy |
10,808
+5,805
| +116% | +$2.56M | 2.94% | 13 |
|
|
2024
Q1 | $2.41M | Buy |
5,003
+1,259
| +34% | +$606K | 1.74% | 19 |
|
|
2023
Q4 | $1.6M | Buy |
3,744
+293
| +8% | +$125K | 1.44% | 23 |
|
|
2023
Q3 | $1.37M | Buy |
3,451
+1,229
| +55% | +$487K | 1.12% | 24 |
|
|
2023
Q2 | $874K | Buy |
+2,222
| New | +$874K | 0.69% | 39 |
|
|
2022
Q2 | – | Sell |
-3,065
| Closed | -$1.1M | – | 51 |
|
|
2022
Q1 | $1.1M | Sell |
3,065
-710
| -19% | -$254K | 0.73% | 40 |
|
|
2021
Q4 | $1.36M | Buy |
3,775
+112
| +3% | +$40.2K | 0.91% | 38 |
|
|
2021
Q3 | $1.27M | Buy |
3,663
+69
| +2% | +$24K | 0.99% | 36 |
|
|
2021
Q2 | $1.31M | Sell |
3,594
-1,019
| -22% | -$372K | 1.02% | 36 |
|
|
2021
Q1 | $1.64M | Sell |
4,613
-1,141
| -20% | -$406K | 1.39% | 24 |
|
|
2020
Q4 | $2.05M | Buy |
5,754
+187
| +3% | +$66.8K | 1.67% | 21 |
|
|
2020
Q3 | $1.88M | Buy |
5,567
+131
| +2% | +$44.3K | 1.67% | 20 |
|
|
2020
Q2 | $1.61M | Sell |
5,436
-2,645
| -33% | -$782K | 1.6% | 23 |
|
|
2020
Q1 | $1.95M | Sell |
8,081
-3,624
| -31% | -$875K | 2.38% | 18 |
|
|
2019
Q4 | $3.64M | Buy |
+11,705
| New | +$3.64M | 3.3% | 12 |
|