Tempus Wealth 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 | $466K | Buy |
829
+2
| +0.2% | +$1.12K | 0.12% | 172 |
|
|
2025
Q1 | $453K | Sell |
827
-14
| -2% | -$7.67K | 0.14% | 157 |
|
|
2024
Q4 | $443K | Buy |
841
+55
| +7% | +$29K | 0.14% | 155 |
|
|
2024
Q3 | $388K | Buy |
786
+62
| +9% | +$30.6K | 0.14% | 148 |
|
|
2024
Q2 | $319K | Buy |
724
+65
| +10% | +$28.7K | 0.13% | 147 |
|
|
2024
Q1 | $317K | Buy |
659
+52
| +9% | +$25K | 0.14% | 149 |
|
|
2023
Q4 | $259K | Buy |
607
+8
| +1% | +$3.41K | 0.11% | 162 |
|
|
2023
Q3 | $237K | Buy |
599
+36
| +6% | +$14.3K | 0.12% | 147 |
|
|
2023
Q2 | $221K | Sell |
563
-165
| -23% | -$64.9K | 0.1% | 172 |
|
|
2023
Q1 | $265K | Sell |
728
-156
| -18% | -$56.7K | 0.13% | 138 |
|
|
2022
Q4 | $307K | Sell |
884
-505
| -36% | -$176K | 0.19% | 125 |
|
|
2022
Q3 | $395K | Buy |
+1,389
| New | +$395K | 0.26% | 105 |
|