Ruedi 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 | – | Sell |
-46
| Closed | -$25.2K | – | 213 |
|
|
2025
Q1 | $25.2K | Hold |
46
| – | – | 0.01% | 117 |
|
|
2024
Q4 | $24.2K | Hold |
46
| – | – | 0.01% | 121 |
|
|
2024
Q3 | $22.7K | Sell |
46
-10
| -18% | -$4.94K | 0.01% | 124 |
|
|
2024
Q2 | $24.7K | Buy |
56
+20
| +56% | +$8.82K | 0.01% | 118 |
|
|
2024
Q1 | $17.3K | Buy |
+36
| New | +$17.3K | 0.01% | 130 |
|
|
2023
Q4 | – | Sell |
-117
| Closed | -$46.3K | – | 248 |
|
|
2023
Q3 | $46.3K | Hold |
117
| – | – | 0.03% | 78 |
|
|
2023
Q2 | $46K | Hold |
117
| – | – | 0.03% | 79 |
|
|
2023
Q1 | $42.5K | Hold |
117
| – | – | 0.03% | 88 |
|
|
2022
Q4 | $40.7K | Buy |
+117
| New | +$40.7K | 0.03% | 79 |
|