UP Strategic Wealth Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
2,354
-20
| -0.8% | -$11.2K | 1.03% | 16 |
|
|
2025
Q1 | $1.3M | Buy |
2,374
+165
| +7% | +$90.4K | 1.16% | 14 |
|
|
2024
Q4 | $1.16M | Buy |
2,209
+247
| +13% | +$130K | 1.16% | 14 |
|
|
2024
Q3 | $969K | Buy |
1,962
+186
| +10% | +$91.8K | 1.08% | 18 |
|
|
2024
Q2 | $784K | Buy |
1,776
+161
| +10% | +$71K | 1.19% | 18 |
|
|
2024
Q1 | $778K | Hold |
1,615
| – | – | 1.27% | 20 |
|
|
2023
Q4 | $689K | Buy |
+1,615
| New | +$689K | 1.26% | 20 |
|