Vivid 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
Q1 | – | Sell |
-1,021
| Closed | -$538K | – | 69 |
|
|
2024
Q4 | $538K | Sell |
1,021
-109
| -10% | -$57.4K | 0.27% | 53 |
|
|
2024
Q3 | $558K | Sell |
1,130
-571
| -34% | -$282K | 0.29% | 52 |
|
|
2024
Q2 | $750K | Sell |
1,701
-5,924
| -78% | -$2.61M | 0.42% | 51 |
|
|
2024
Q1 | $3.67M | Sell |
7,625
-126
| -2% | -$60.7K | 2.3% | 19 |
|
|
2023
Q4 | $3.31M | Buy |
+7,751
| New | +$3.31M | 2.25% | 19 |
|