Triad Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
2,262
+492
| +28% | +$276K | 0.26% | 68 |
|
|
2025
Q1 | $970K | Sell |
1,770
-162
| -8% | -$88.8K | 0.3% | 58 |
|
|
2024
Q4 | $1.02M | Buy |
+1,932
| New | +$1.02M | 0.37% | 51 |
|
|
2024
Q3 | – | Sell |
-1,474
| Closed | -$650K | – | 548 |
|
|
2024
Q2 | $650K | Buy |
1,474
+648
| +78% | +$286K | 0.34% | 32 |
|
|
2024
Q1 | $398K | Buy |
+826
| New | +$398K | 0.31% | 32 |
|