Sweet Financial Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.09M | Sell |
6,254
-80
| -1% | -$39.5K | 0.67% | 29 |
|
|
2024
Q2 | $2.79M | Buy |
6,334
+283
| +5% | +$125K | 0.64% | 32 |
|
|
2024
Q1 | $2.91M | Buy |
6,051
+325
| +6% | +$157K | 0.67% | 29 |
|
|
2023
Q4 | $2.44M | Buy |
5,726
+512
| +10% | +$218K | 0.58% | 37 |
|
|
2023
Q3 | $2.06M | Buy |
5,214
+198
| +4% | +$78.4K | 0.55% | 37 |
|
|
2023
Q2 | $1.97M | Buy |
5,016
+1,166
| +30% | +$459K | 0.51% | 39 |
|
|
2023
Q1 | $1.4M | Buy |
3,850
+837
| +28% | +$304K | 0.39% | 46 |
|
|
2022
Q4 | $1.05M | Buy |
3,013
+297
| +11% | +$103K | 0.31% | 54 |
|
|
2022
Q3 | $772K | Buy |
2,716
+742
| +38% | +$211K | 0.25% | 59 |
|
|
2022
Q2 | $623K | Buy |
1,974
+311
| +19% | +$98.2K | 0.2% | 75 |
|
|
2022
Q1 | $594K | Buy |
+1,663
| New | +$594K | 0.16% | 82 |
|