Summit Wealth & Retirement Planning’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
+1,102
| New | +$619K | 0.17% | 45 |
|
|
2023
Q2 | – | Sell |
-962
| Closed | -$350K | – | 85 |
|
|
2023
Q1 | $350K | Sell |
962
-602
| -38% | -$219K | 0.13% | 73 |
|
|
2022
Q4 | $544K | Buy |
1,564
+35
| +2% | +$12.2K | 0.22% | 57 |
|
|
2022
Q3 | $435K | Sell |
1,529
-1
| -0.1% | -$284 | 0.17% | 69 |
|
|
2022
Q2 | $483K | Sell |
1,530
-140
| -8% | -$44.2K | 0.19% | 69 |
|
|
2022
Q1 | $597K | Sell |
1,670
-105
| -6% | -$37.5K | 0.21% | 62 |
|
|
2021
Q4 | $638K | Buy |
1,775
+215
| +14% | +$77.3K | 0.22% | 56 |
|
|
2021
Q3 | $543K | Buy |
+1,560
| New | +$543K | 0.2% | 57 |
|