Tradition 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
$705K Buy
1,255
+30
+2% +$16.9K 0.06% 223
2025
Q1
$671K Buy
1,225
+40
+3% +$21.9K 0.06% 211
2024
Q4
$624K Buy
1,185
+12
+1% +$6.32K 0.06% 216
2024
Q3
$579K Sell
1,173
-14
-1% -$6.91K 0.05% 225
2024
Q2
$524K Buy
1,187
+3
+0.3% +$1.32K 0.05% 221
2024
Q1
$570K Sell
1,184
-32
-3% -$15.4K 0.06% 207
2023
Q4
$519K Buy
1,216
+114
+10% +$48.7K 0.05% 187
2023
Q3
$436K Sell
1,102
-87
-7% -$34.4K 0.05% 199
2023
Q2
$468K Buy
1,189
+82
+7% +$32.3K 0.05% 185
2023
Q1
$402K Sell
1,107
-39
-3% -$14.2K 0.05% 206
2022
Q4
$399K Buy
1,146
+14
+1% +$4.87K 0.06% 188
2022
Q3
$322K Buy
1,132
+322
+40% +$91.6K 0.05% 199
2022
Q2
$256K Sell
810
-200
-20% -$63.2K 0.04% 237
2022
Q1
$361K Sell
1,010
-1,519
-60% -$543K 0.05% 225
2021
Q4
$909K Buy
2,529
+48
+2% +$17.3K 0.11% 136
2021
Q3
$863K Buy
2,481
+8
+0.3% +$2.78K 0.12% 127
2021
Q2
$903K Buy
2,473
+1,519
+159% +$555K 0.14% 129
2021
Q1
$340K Hold
954
0.06% 195
2020
Q4
$341K Buy
+954
New +$341K 0.07% 184