Spartan Planning & 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 | $914K | Buy |
1,626
+99
| +6% | +$55.6K | 0.78% | 26 |
|
|
2025
Q1 | $837K | Buy |
1,527
+1
| +0.1% | +$548 | 0.81% | 29 |
|
|
2024
Q4 | $804K | Buy |
+1,526
| New | +$804K | 0.73% | 28 |
|
|
2023
Q4 | $566K | Buy |
1,326
+140
| +12% | +$59.7K | 0.6% | 29 |
|
|
2023
Q3 | $470K | Buy |
+1,186
| New | +$470K | 0.55% | 28 |
|
|
2022
Q4 | $489K | Buy |
+1,406
| New | +$489K | 0.61% | 25 |
|
|
2022
Q2 | – | Sell |
-239
| Closed | -$85K | – | 130 |
|
|
2022
Q1 | $85K | Buy |
+239
| New | +$85K | 0.11% | 70 |
|