Phillips Wealth Planners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
1,048
-7
| -0.7% | -$3.94K | 0.53% | 62 |
|
|
2025
Q1 | $538K | Buy |
1,055
+19
| +2% | +$9.69K | 0.57% | 59 |
|
|
2024
Q4 | $523K | Sell |
1,036
-23
| -2% | -$11.6K | 0.52% | 60 |
|
|
2024
Q3 | $544K | Sell |
1,059
-1
| -0.1% | -$514 | 0.52% | 63 |
|
|
2024
Q2 | $460K | Sell |
1,060
-60
| -5% | -$26K | 0.48% | 71 |
|
|
2024
Q1 | $515K | Sell |
1,120
-40
| -3% | -$18.4K | 0.59% | 49 |
|
|
2023
Q4 | $500K | Sell |
1,160
-14
| -1% | -$6.03K | 0.6% | 50 |
|
|
2023
Q3 | $455K | Buy |
1,174
+73
| +7% | +$28.3K | 0.62% | 54 |
|
|
2023
Q2 | $433K | Sell |
1,101
-8
| -0.7% | -$3.15K | 0.57% | 62 |
|
|
2023
Q1 | $421K | Buy |
1,109
+38
| +4% | +$14.4K | 0.56% | 64 |
|
|
2022
Q4 | $397K | Buy |
+1,071
| New | +$397K | 0.69% | 52 |
|