Precedent Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
473
-53
| -10% | -$29.8K | 0.07% | 156 |
|
|
2025
Q1 | $288K | Buy |
+526
| New | +$288K | 0.08% | 139 |
|
|
2024
Q4 | – | Sell |
-475
| Closed | -$235K | – | 150 |
|
|
2024
Q3 | $235K | Sell |
475
-40
| -8% | -$19.8K | 0.08% | 140 |
|
|
2024
Q2 | $227K | Buy |
515
+4
| +0.8% | +$1.77K | 0.09% | 132 |
|
|
2024
Q1 | $246K | Buy |
511
+31
| +6% | +$14.9K | 0.11% | 125 |
|
|
2023
Q4 | $205K | Buy |
+480
| New | +$205K | 0.1% | 131 |
|