Simplicity Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Buy |
12,645
+6,641
| +111% | +$3.73M | 0.3% | 77 |
|
|
2025
Q1 | $3.29M | Buy |
6,004
+3,512
| +141% | +$1.93M | 0.26% | 97 |
|
|
2024
Q4 | $1.31M | Sell |
2,492
-2,798
| -53% | -$1.47M | 0.27% | 68 |
|
|
2024
Q3 | $2.61M | Sell |
5,290
-23,704
| -82% | -$11.7M | 0.24% | 92 |
|
|
2024
Q2 | $12.8M | Buy |
28,994
+1,376
| +5% | +$607K | 0.29% | 70 |
|
|
2024
Q1 | $13.3M | Buy |
27,618
+26,486
| +2,340% | +$12.8M | 0.32% | 61 |
|
|
2023
Q4 | $483K | Buy |
+1,132
| New | +$483K | 0.19% | 100 |
|