Total Clarity Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Sell |
1,527
-135
| -8% | -$75.9K | 0.25% | 103 |
|
|
2025
Q1 | $875K | Hold |
1,662
| – | – | 0.29% | 97 |
|
|
2024
Q4 | $875K | Buy |
1,662
+48
| +3% | +$25.3K | 0.28% | 97 |
|
|
2024
Q3 | $797K | Buy |
1,614
+13
| +0.8% | +$6.42K | 0.26% | 106 |
|
|
2024
Q2 | $706K | Sell |
1,601
-113
| -7% | -$49.9K | 0.25% | 106 |
|
|
2024
Q1 | $825K | Buy |
1,714
+16
| +0.9% | +$7.7K | 0.29% | 97 |
|
|
2023
Q4 | $724K | Sell |
1,698
-10
| -0.6% | -$4.27K | 0.3% | 99 |
|
|
2023
Q3 | $676K | Sell |
1,708
-41
| -2% | -$16.2K | 0.33% | 88 |
|
|
2023
Q2 | $688K | Buy |
1,749
+100
| +6% | +$39.3K | 0.34% | 80 |
|
|
2023
Q1 | $599K | Sell |
1,649
-29
| -2% | -$10.5K | 0.33% | 78 |
|
|
2022
Q4 | $583K | Buy |
1,678
+29
| +2% | +$10.1K | 0.3% | 86 |
|
|
2022
Q3 | $469K | Sell |
1,649
-136
| -8% | -$38.7K | 0.29% | 91 |
|
|
2022
Q2 | $563K | Buy |
1,785
+1
| +0.1% | +$315 | 0.29% | 79 |
|
|
2022
Q1 | $638K | Sell |
1,784
-7
| -0.4% | -$2.5K | 0.35% | 78 |
|
|
2021
Q4 | $644K | Sell |
1,791
-217
| -11% | -$78K | 0.29% | 85 |
|
|
2021
Q3 | $698K | Sell |
2,008
-2
| -0.1% | -$695 | 0.33% | 78 |
|
|
2021
Q2 | $734K | Sell |
2,010
-225
| -10% | -$82.2K | 0.41% | 69 |
|
|
2021
Q1 | $796K | Sell |
2,235
-30
| -1% | -$10.7K | 0.46% | 54 |
|
|
2020
Q4 | $809K | Sell |
2,265
-15
| -0.7% | -$5.36K | 0.56% | 49 |
|
|
2020
Q3 | $771K | Sell |
2,280
-166
| -7% | -$56.1K | 0.67% | 39 |
|
|
2020
Q2 | $723K | Buy |
2,446
+4
| +0.2% | +$1.18K | 0.66% | 47 |
|
|
2020
Q1 | $590K | Sell |
2,442
-94
| -4% | -$22.7K | 0.91% | 33 |
|
|
2019
Q4 | $757K | Buy |
+2,536
| New | +$757K | 0.57% | 41 |
|