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 |
|