Trueblood 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 | $696K | Sell |
1,239
-1
| -0.1% | -$562 | 0.29% | 113 |
|
2025
Q1 | $680K | Sell |
1,240
-3
| -0.2% | -$1.64K | 0.32% | 110 |
|
2024
Q4 | $655K | Sell |
1,243
-11
| -0.9% | -$5.79K | 0.32% | 105 |
|
2024
Q3 | $619K | Sell |
1,254
-6
| -0.5% | -$2.96K | 0.31% | 103 |
|
2024
Q2 | $556K | Sell |
1,260
-1
| -0.1% | -$441 | 0.31% | 101 |
|
2024
Q1 | $607K | Sell |
1,261
-15
| -1% | -$7.22K | 0.35% | 95 |
|
2023
Q4 | $544K | Buy |
+1,276
| New | +$544K | 0.34% | 95 |
|