Quotient 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 | $2.79M | Buy |
4,964
+205
| +4% | +$115K | 0.08% | 63 |
|
|
2025
Q1 | $2.61M | Sell |
4,759
-252
| -5% | -$138K | 0.08% | 63 |
|
|
2024
Q4 | $2.64M | Buy |
5,011
+148
| +3% | +$77.9K | 0.09% | 57 |
|
|
2024
Q3 | $2.4M | Buy |
4,863
+571
| +13% | +$282K | 0.08% | 60 |
|
|
2024
Q2 | $1.89M | Sell |
4,292
-326
| -7% | -$144K | 0.07% | 66 |
|
|
2024
Q1 | $2.22M | Sell |
4,618
-307
| -6% | -$148K | 0.08% | 69 |
|
|
2023
Q4 | $2.1M | Buy |
+4,925
| New | +$2.1M | 0.08% | 82 |
|