True Wealth Design’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5K | Buy |
61
+19
| +45% | +$10.7K | 0.01% | 264 |
|
|
2025
Q1 | $23.2K | Buy |
42
+32
| +320% | +$17.7K | 0.01% | 321 |
|
|
2024
Q4 | $5.43K | Buy |
+10
| New | +$5.43K | ﹤0.01% | 518 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$4.17K | – | 883 |
|
|
2022
Q4 | $4.17K | Buy |
+12
| New | +$4.17K | ﹤0.01% | 260 |
|