Tyler-Stone 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 | $1.53M | Buy |
2,732
+119
| +5% | +$66.9K | 0.25% | 81 |
|
|
2025
Q1 | $1.43M | Sell |
2,613
-91
| -3% | -$49.9K | 0.26% | 79 |
|
|
2024
Q4 | $1.42M | Sell |
2,704
-906
| -25% | -$477K | 0.25% | 77 |
|
|
2024
Q3 | $1.78M | Buy |
3,610
+1,816
| +101% | +$897K | 0.34% | 64 |
|
|
2024
Q2 | $791K | Sell |
1,794
-246
| -12% | -$109K | 0.33% | 57 |
|
|
2024
Q1 | $982K | Hold |
2,040
| – | – | 0.43% | 44 |
|
|
2023
Q4 | $870K | Hold |
2,040
| – | – | 0.44% | 47 |
|
|
2023
Q3 | $808K | Buy |
2,040
+121
| +6% | +$47.9K | 0.46% | 45 |
|
|
2023
Q2 | $755K | Buy |
+1,919
| New | +$755K | 0.43% | 49 |
|
|
2022
Q4 | $886K | Hold |
2,548
| – | – | 0.6% | 38 |
|
|
2022
Q3 | $725K | Hold |
2,548
| – | – | 0.55% | 39 |
|
|
2022
Q2 | $804K | Sell |
2,548
-283
| -10% | -$89.3K | 0.54% | 40 |
|
|
2022
Q1 | $1.01M | Sell |
2,831
-223
| -7% | -$79.7K | 0.56% | 40 |
|
|
2021
Q4 | $1.1M | Buy |
+3,054
| New | +$1.1M | 0.58% | 37 |
|