Richwood Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
4,087
+65
| +2% | +$36.5K | 1.89% | 9 |
|
|
2025
Q1 | $2.2M | Sell |
4,022
-15
| -0.4% | -$8.22K | 1.87% | 10 |
|
|
2024
Q4 | $2.13M | Buy |
4,037
+171
| +4% | +$90K | 1.77% | 10 |
|
|
2024
Q3 | $1.91M | Sell |
3,866
-46
| -1% | -$22.7K | 1.58% | 12 |
|
|
2024
Q2 | $1.73M | Sell |
3,912
-69
| -2% | -$30.4K | 1.51% | 11 |
|
|
2024
Q1 | $1.92M | Sell |
3,981
-62
| -2% | -$29.9K | 1.7% | 11 |
|
|
2023
Q4 | $1.72M | Buy |
4,043
+258
| +7% | +$110K | 1.62% | 11 |
|
|
2023
Q3 | $1.5M | Buy |
3,785
+4
| +0.1% | +$1.58K | 1.53% | 11 |
|
|
2023
Q2 | $1.49M | Sell |
3,781
-69
| -2% | -$27.1K | 1.45% | 14 |
|
|
2023
Q1 | $1.4M | Buy |
3,850
+16
| +0.4% | +$5.82K | 1.4% | 13 |
|
|
2022
Q4 | $1.33M | Buy |
3,834
+20
| +0.5% | +$6.96K | 1.34% | 15 |
|
|
2022
Q3 | $1.08M | Buy |
3,814
+97
| +3% | +$27.6K | 1.19% | 19 |
|
|
2022
Q2 | $1.17M | Buy |
3,717
+94
| +3% | +$29.7K | 1.18% | 19 |
|
|
2022
Q1 | $1.3M | Hold |
3,623
| – | – | 1.16% | 16 |
|
|
2021
Q4 | $1.3M | Buy |
+3,623
| New | +$1.3M | 1.14% | 15 |
|