Swan Capital’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.6K | Buy |
131
+6
| +5% | +$3.37K | 0.03% | 63 |
|
2025
Q1 | $68.5K | Hold |
125
| – | – | 0.03% | 54 |
|
2024
Q4 | $65.8K | Sell |
125
-75
| -38% | -$39.5K | 0.03% | 59 |
|
2024
Q3 | $98.8K | Sell |
200
-125
| -38% | -$61.7K | 0.05% | 52 |
|
2024
Q2 | $143K | Buy |
+325
| New | +$143K | 0.08% | 41 |
|