Rockline Wealth 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 | $4.92M | Buy |
8,752
+417
| +5% | +$234K | 1.16% | 25 |
|
|
2025
Q1 | $4.57M | Buy |
8,335
+507
| +6% | +$278K | 1.27% | 24 |
|
|
2024
Q4 | $4.12M | Buy |
7,828
+256
| +3% | +$135K | 1.1% | 29 |
|
|
2024
Q3 | $3.74M | Buy |
7,572
+589
| +8% | +$291K | 1.06% | 30 |
|
|
2024
Q2 | $3.08M | Buy |
6,983
+332
| +5% | +$146K | 0.95% | 32 |
|
|
2024
Q1 | $3.2M | Buy |
6,651
+643
| +11% | +$310K | 1.12% | 32 |
|
|
2023
Q4 | $2.56M | Buy |
+6,008
| New | +$2.56M | 1.06% | 35 |
|