Spectrum Wealth Counsel’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$219K Hold
400
0.03% 119
2024
Q4
$211K Hold
400
0.02% 119
2024
Q3
$198K Sell
400
-435
-52% -$215K 0.02% 117
2024
Q2
$368K Sell
835
-23
-3% -$10.1K 0.05% 99
2024
Q1
$413K Sell
858
-5
-0.6% -$2.41K 0.05% 109
2023
Q4
$368K Buy
+863
New +$368K 0.05% 107