Twin City Private Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Sell |
2,391
-344
| -13% | -$193K | 1.1% | 34 |
|
2025
Q1 | $1.5M | Sell |
2,735
-233
| -8% | -$128K | 1.32% | 30 |
|
2024
Q4 | $1.56M | Buy |
2,968
+103
| +4% | +$54.2K | 1.38% | 28 |
|
2024
Q3 | $1.41M | Buy |
2,865
+36
| +1% | +$17.8K | 1.23% | 37 |
|
2024
Q2 | $1.25M | Buy |
2,829
+208
| +8% | +$91.8K | 1.18% | 39 |
|
2024
Q1 | $1.26M | Buy |
+2,621
| New | +$1.26M | 1.24% | 36 |
|