Strategic Planning Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
6,761
+287
| +4% | +$161K | 0.62% | 59 |
|
|
2025
Q1 | $3.55M | Buy |
6,474
+801
| +14% | +$439K | 0.69% | 57 |
|
|
2024
Q4 | $2.99M | Buy |
5,673
+152
| +3% | +$80K | 0.55% | 60 |
|
|
2024
Q3 | $2.73M | Buy |
5,521
+377
| +7% | +$186K | 0.54% | 65 |
|
|
2024
Q2 | $2.27M | Buy |
5,144
+692
| +16% | +$305K | 0.5% | 65 |
|
|
2024
Q1 | $2.14M | Buy |
4,452
+623
| +16% | +$300K | 0.54% | 62 |
|
|
2023
Q4 | $1.63M | Buy |
+3,829
| New | +$1.63M | 0.54% | 64 |
|