Sugarloaf Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $120K | Buy |
228
+88
| +63% | +$46.3K | 0.02% | 219 |
|
|
2024
Q3 | $69.1K | Hold |
140
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $61.8K | Hold |
140
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $67.4K | Hold |
140
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $59.7K | Hold |
140
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $55.4K | Hold |
140
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $55.1K | Hold |
140
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $50.9K | Hold |
140
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $48.7K | Hold |
140
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $40K | Hold |
140
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $44K | Hold |
140
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $50K | Hold |
140
| – | – | 0.01% | 277 |
|
|
2021
Q4 | $50K | Hold |
140
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $49K | Hold |
140
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $51K | Hold |
140
| – | – | 0.01% | 264 |
|
|
2021
Q1 | $50 | Hold |
140
| – | – | 0.01% | 269 |
|
|
2020
Q4 | $50K | Hold |
140
| – | – | 0.02% | 253 |
|
|
2020
Q3 | $43K | Hold |
140
| – | – | 0.02% | 256 |
|
|
2020
Q2 | $41K | Hold |
140
| – | – | 0.02% | 264 |
|
|
2020
Q1 | $34K | Sell |
140
-124
| -47% | -$30.1K | 0.02% | 265 |
|
|
2019
Q4 | $79K | Buy |
+264
| New | +$79K | 0.03% | 204 |
|