TrueWealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-414
| Closed | -$218K | – | 229 |
|
|
2024
Q4 | $218K | Buy |
+414
| New | +$218K | 0.07% | 209 |
|
|
2022
Q2 | – | Sell |
-783
| Closed | -$281K | – | 183 |
|
|
2022
Q1 | $281K | Hold |
783
| – | – | 0.13% | 137 |
|
|
2021
Q4 | $281K | Buy |
+783
| New | +$281K | 0.13% | 137 |
|
|
2021
Q2 | – | Sell |
-612
| Closed | -$230K | – | 135 |
|
|
2021
Q1 | $230K | Buy |
+612
| New | +$230K | 0.15% | 108 |
|