Tower View 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 | $390K | Buy |
695
+6
| +0.9% | +$3.37K | 0.2% | 48 |
|
|
2025
Q1 | $378K | Sell |
689
-9
| -1% | -$4.93K | 0.22% | 47 |
|
|
2024
Q4 | $367K | Buy |
698
+26
| +4% | +$13.7K | 0.19% | 53 |
|
|
2024
Q3 | $332K | Buy |
672
+38
| +6% | +$18.8K | 0.18% | 52 |
|
|
2024
Q2 | $280K | Buy |
634
+23
| +4% | +$10.1K | 0.16% | 51 |
|
|
2024
Q1 | $294K | Buy |
611
+3
| +0.5% | +$1.45K | 0.17% | 55 |
|
|
2023
Q4 | $259K | Buy |
608
+6
| +1% | +$2.56K | 0.16% | 53 |
|
|
2023
Q3 | $238K | Buy |
602
+33
| +6% | +$13K | 0.17% | 53 |
|
|
2023
Q2 | $224K | Sell |
569
-148
| -21% | -$58.3K | 0.15% | 55 |
|
|
2023
Q1 | $260K | Buy |
717
+23
| +3% | +$8.34K | 0.17% | 56 |
|
|
2022
Q4 | $241K | Sell |
694
-1
| -0.1% | -$347 | 0.17% | 58 |
|
|
2022
Q3 | $198K | Buy |
695
+43
| +7% | +$12.3K | 0.15% | 61 |
|
|
2022
Q2 | $206K | Sell |
652
-101
| -13% | -$31.9K | 0.15% | 61 |
|
|
2022
Q1 | $269K | Buy |
753
+166
| +28% | +$59.3K | 0.14% | 72 |
|
|
2021
Q4 | $211K | Buy |
587
+263
| +81% | +$94.5K | 0.11% | 75 |
|
|
2021
Q3 | $113K | Buy |
324
+182
| +128% | +$63.5K | 0.06% | 84 |
|
|
2021
Q2 | $52K | Buy |
142
+57
| +67% | +$20.9K | 0.03% | 98 |
|
|
2021
Q1 | $30K | Buy |
85
+60
| +240% | +$21.2K | 0.02% | 109 |
|
|
2020
Q4 | $9K | Hold |
25
| – | – | 0.01% | 136 |
|
|
2020
Q3 | $9K | Hold |
25
| – | – | 0.01% | 113 |
|
|
2020
Q2 | $7K | Hold |
25
| – | – | 0.01% | 115 |
|
|
2020
Q1 | $6K | Buy |
25
+7
| +39% | +$1.68K | 0.01% | 101 |
|
|
2019
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 125 |
|
|
2019
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 121 |
|
|
2019
Q2 | $5K | Hold |
18
| – | – | ﹤0.01% | 119 |
|
|
2019
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 124 |
|
|
2018
Q4 | $3K | Sell |
18
-51
| -74% | -$8.5K | ﹤0.01% | 126 |
|
|
2018
Q3 | $15K | Hold |
69
| – | – | 0.01% | 121 |
|
|
2018
Q2 | $14K | Buy |
69
+39
| +130% | +$7.91K | 0.01% | 113 |
|
|
2018
Q1 | $5K | Hold |
30
| – | – | 0.01% | 124 |
|
|
2017
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 130 |
|