Valued Wealth 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 | $64.7K | Sell |
115
-2
| -2% | -$1.13K | 0.03% | 69 |
|
|
2025
Q1 | $64.2K | Buy |
117
+11
| +10% | +$6.04K | 0.04% | 75 |
|
|
2024
Q4 | $55.8K | Sell |
106
-3
| -3% | -$1.58K | 0.04% | 80 |
|
|
2024
Q3 | $53.8K | Sell |
109
-13
| -11% | -$6.42K | 0.03% | 73 |
|
|
2024
Q2 | $53.8K | Buy |
122
+28
| +30% | +$12.4K | 0.04% | 69 |
|
|
2024
Q1 | $45.3K | Buy |
94
+59
| +169% | +$28.4K | 0.03% | 73 |
|
|
2023
Q4 | $13.9K | Buy |
+35
| New | +$13.9K | 0.01% | 99 |
|