Semus 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 | $1.86M | Buy |
3,315
+78
| +2% | +$43.8K | 1.21% | 23 |
|
|
2025
Q1 | $1.77M | Buy |
3,237
+7
| +0.2% | +$3.84K | 1.24% | 21 |
|
|
2024
Q4 | $1.7M | Buy |
3,230
+155
| +5% | +$81.6K | 1.13% | 21 |
|
|
2024
Q3 | $1.52M | Buy |
3,075
+66
| +2% | +$32.6K | 1.06% | 23 |
|
|
2024
Q2 | $1.33M | Buy |
3,009
+274
| +10% | +$121K | 1.02% | 21 |
|
|
2024
Q1 | $1.32M | Buy |
2,735
+27
| +1% | +$13K | 1.11% | 20 |
|
|
2023
Q4 | $1.15M | Buy |
2,708
+144
| +6% | +$61.4K | 0.95% | 20 |
|
|
2023
Q3 | $1.02M | Buy |
2,564
+151
| +6% | +$59.8K | 0.95% | 19 |
|
|
2023
Q2 | $949K | Buy |
2,413
+154
| +7% | +$60.6K | 0.87% | 19 |
|
|
2023
Q1 | $821K | Sell |
2,259
-140
| -6% | -$50.9K | 0.88% | 23 |
|
|
2022
Q4 | $834K | Buy |
+2,399
| New | +$834K | 1.01% | 21 |
|