Premier Path 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 | $2.85M | Buy |
5,076
+368
| +8% | +$207K | 0.4% | 55 |
|
|
2025
Q1 | $2.58M | Buy |
4,708
+122
| +3% | +$66.9K | 0.4% | 58 |
|
|
2024
Q4 | $2.41M | Buy |
4,586
+59
| +1% | +$31.1K | 0.37% | 59 |
|
|
2024
Q3 | $2.24M | Sell |
4,527
-7
| -0.2% | -$3.46K | 0.35% | 66 |
|
|
2024
Q2 | $2M | Sell |
4,534
-26
| -0.6% | -$11.5K | 0.34% | 70 |
|
|
2024
Q1 | $2.2M | Sell |
4,560
-100
| -2% | -$48.2K | 0.41% | 62 |
|
|
2023
Q4 | $1.99M | Buy |
+4,660
| New | +$1.99M | 0.44% | 49 |
|