Processus Wealth & Capital Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
9,905
+272
| +3% | +$153K | 4.4% | 6 |
|
|
2025
Q1 | $5.28M | Buy |
9,633
+19
| +0.2% | +$10.4K | 4.5% | 6 |
|
|
2024
Q4 | $5.06M | Sell |
9,614
-104
| -1% | -$54.8K | 4.03% | 6 |
|
|
2024
Q3 | $4.8M | Sell |
9,718
-782
| -7% | -$386K | 3.95% | 6 |
|
|
2024
Q2 | $4.63M | Buy |
10,500
+219
| +2% | +$96.6K | 3.84% | 8 |
|
|
2024
Q1 | $4.95M | Buy |
10,281
+1,388
| +16% | +$668K | 4.39% | 6 |
|
|
2023
Q4 | $3.79M | Buy |
+8,893
| New | +$3.79M | 3.79% | 8 |
|