Tanglewood Legacy Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Hold |
31
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $17K | Hold |
31
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $16.3K | Hold |
31
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $15.3K | Hold |
31
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $13.6K | Hold |
31
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $14.9K | Hold |
31
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $13.1K | Hold |
31
| – | – | 0.01% | 231 |
|
|
2023
Q3 | $12.2K | Hold |
31
| – | – | 0.01% | 242 |
|
|
2023
Q2 | $12.1K | Hold |
31
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $11.2K | Hold |
31
| – | – | 0.01% | 235 |
|
|
2022
Q4 | $10.7K | Buy |
+31
| New | +$10.7K | 0.01% | 209 |
|