TriaGen 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 | $2.39M | Sell |
4,255
-133
| -3% | -$74.7K | 0.72% | 36 |
|
|
2025
Q1 | $2.41M | Sell |
4,388
-48
| -1% | -$26.3K | 0.85% | 26 |
|
|
2024
Q4 | $2.34M | Sell |
4,436
-3,899
| -47% | -$2.05M | 0.79% | 29 |
|
|
2024
Q3 | $4.12M | Buy |
8,335
+3,837
| +85% | +$1.89M | 1.38% | 11 |
|
|
2024
Q2 | $1.98M | Sell |
4,498
-10
| -0.2% | -$4.41K | 0.77% | 39 |
|
|
2024
Q1 | $2.17M | Sell |
4,508
-7
| -0.2% | -$3.37K | 0.9% | 33 |
|
|
2023
Q4 | $1.93M | Sell |
4,515
-131
| -3% | -$55.9K | 0.92% | 37 |
|
|
2023
Q3 | $1.84M | Sell |
4,646
-34
| -0.7% | -$13.5K | 0.94% | 35 |
|
|
2023
Q2 | $1.84M | Buy |
+4,680
| New | +$1.84M | 0.84% | 39 |
|
|
2021
Q3 | – | Sell |
-556
| Closed | -$215K | – | 189 |
|
|
2021
Q2 | $215K | Buy |
+556
| New | +$215K | 0.11% | 171 |
|