Planning Directions’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
370
+1
| +0.3% | +$561 | 0.12% | 83 |
|
|
2025
Q1 | $202K | Buy |
+369
| New | +$202K | 0.09% | 116 |
|
|
2023
Q1 | – | Sell |
-622
| Closed | -$216K | – | 74 |
|
|
2022
Q4 | $216K | Buy |
+622
| New | +$216K | 0.16% | 65 |
|
|
2022
Q2 | – | Sell |
-620
| Closed | -$222K | – | 76 |
|
|
2022
Q1 | $222K | Hold |
620
| – | – | 0.16% | 71 |
|
|
2021
Q4 | $223K | Buy |
620
+1
| +0.2% | +$360 | 0.15% | 76 |
|
|
2021
Q3 | $215K | Hold |
619
| – | – | 0.16% | 72 |
|
|
2021
Q2 | $226K | Buy |
619
+27
| +5% | +$9.86K | 0.17% | 64 |
|
|
2021
Q1 | $211K | Buy |
592
+1
| +0.2% | +$356 | 0.17% | 62 |
|
|
2020
Q4 | $211K | Hold |
591
| – | – | 0.17% | 59 |
|
|
2020
Q3 | $200K | Buy |
+591
| New | +$200K | 0.18% | 57 |
|
|
2020
Q2 | – | Sell |
-5,783
| Closed | -$1.4M | – | 83 |
|
|
2020
Q1 | $1.4M | Buy |
+5,783
| New | +$1.4M | 1.96% | 10 |
|