Shakespeare 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 | $282K | Hold |
501
| – | – | 0.08% | 79 |
|
|
2025
Q1 | $275K | Buy |
501
+2
| +0.4% | +$1.1K | 0.07% | 83 |
|
|
2024
Q4 | $263K | Buy |
499
+11
| +2% | +$5.79K | 0.07% | 85 |
|
|
2024
Q3 | $241K | Buy |
488
+8
| +2% | +$3.95K | 0.06% | 88 |
|
|
2024
Q2 | $212K | Buy |
480
+2
| +0.4% | +$882 | 0.06% | 85 |
|
|
2024
Q1 | $230K | Buy |
+478
| New | +$230K | 0.07% | 77 |
|