Retirement Guys Formula’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.84M | Buy |
3,268
+133
| +4% | +$74.7K | 0.7% | 46 |
|
2025
Q1 | $1.72M | Buy |
3,135
+11
| +0.4% | +$6.03K | 0.85% | 34 |
|
2024
Q4 | $1.65M | Buy |
3,124
+26
| +0.8% | +$13.7K | 0.83% | 34 |
|
2024
Q3 | $1.53M | Buy |
3,098
+76
| +3% | +$37.5K | 0.71% | 46 |
|
2024
Q2 | $1.33M | Buy |
3,022
+269
| +10% | +$119K | 0.64% | 48 |
|
2024
Q1 | $1.33M | Buy |
2,753
+35
| +1% | +$16.9K | 0.65% | 44 |
|
2023
Q4 | $1.16M | Buy |
2,718
+266
| +11% | +$113K | 0.62% | 39 |
|
2023
Q3 | $971K | Buy |
2,452
+546
| +29% | +$216K | 0.68% | 35 |
|
2023
Q2 | $750K | Buy |
1,906
+17
| +0.9% | +$6.69K | 0.43% | 50 |
|
2023
Q1 | $686K | Buy |
1,889
+107
| +6% | +$38.9K | 0.49% | 50 |
|
2022
Q4 | $620K | Buy |
1,782
+212
| +14% | +$73.7K | 0.51% | 42 |
|
2022
Q3 | $446K | Buy |
1,570
+99
| +7% | +$28.1K | 0.47% | 51 |
|
2022
Q2 | $464K | Buy |
1,471
+331
| +29% | +$104K | 0.48% | 55 |
|
2022
Q1 | $407K | Buy |
+1,140
| New | +$407K | 0.27% | 69 |
|