PS
Planned Solutions’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
414
| – | – | 0.09% | 105 |
|
|
2025
Q1 | $227K | Hold |
414
| – | – | 0.09% | 102 |
|
|
2024
Q4 | $218K | Hold |
414
| – | – | 0.09% | 105 |
|
|
2024
Q3 | $204K | Buy |
+414
| New | +$204K | 0.08% | 110 |
|
|
2024
Q1 | – | Sell |
-414
| Closed | -$177K | – | 358 |
|
|
2023
Q4 | $177K | Buy |
+414
| New | +$177K | 0.08% | 99 |
|
|
2021
Q1 | – | Sell |
-414
| Closed | -$148K | – | 266 |
|
|
2020
Q4 | $148K | Hold |
414
| – | – | 0.12% | 71 |
|
|
2020
Q3 | $140K | Buy |
+414
| New | +$140K | 0.14% | 66 |
|