Valued Retirements’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Hold |
936
| – | – | 0.59% | 45 |
|
|
2025
Q1 | $513K | Buy |
936
+411
| +78% | +$225K | 0.67% | 39 |
|
|
2024
Q4 | $276K | Hold |
525
| – | – | 0.37% | 59 |
|
|
2024
Q3 | $259K | Hold |
525
| – | – | 0.36% | 63 |
|
|
2024
Q2 | $232K | Hold |
525
| – | – | 0.35% | 62 |
|
|
2024
Q1 | $253K | Hold |
525
| – | – | 0.4% | 53 |
|
|
2023
Q4 | $224K | Buy |
+525
| New | +$224K | 0.39% | 56 |
|