Private Wealth Management Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
372
+2
| +0.5% | +$1.12K | 0.07% | 78 |
|
|
2025
Q1 | $203K | Buy |
370
+14
| +4% | +$7.67K | 0.07% | 79 |
|
|
2024
Q4 | $187K | Hold |
356
| – | – | 0.07% | 80 |
|
|
2024
Q3 | $176K | Buy |
356
+6
| +2% | +$2.96K | 0.07% | 81 |
|
|
2024
Q2 | $154K | Buy |
350
+3
| +0.9% | +$1.32K | 0.07% | 82 |
|
|
2024
Q1 | $167K | Buy |
347
+20
| +6% | +$9.63K | 0.08% | 76 |
|
|
2023
Q4 | $139K | Buy |
+327
| New | +$139K | 0.07% | 80 |
|