Von Berge Wealth Management Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
467
+1
| +0.2% | +$559 | 0.15% | 52 |
|
|
2025
Q1 | $250K | Buy |
466
+25
| +6% | +$13.4K | 0.16% | 50 |
|
|
2024
Q4 | $250K | Buy |
441
+1
| +0.2% | +$566 | 0.15% | 54 |
|
|
2024
Q3 | $230K | Sell |
440
-36
| -8% | -$18.8K | 0.14% | 58 |
|
|
2024
Q2 | $208K | Buy |
476
+1
| +0.2% | +$437 | 0.13% | 63 |
|
|
2024
Q1 | $229K | Buy |
+475
| New | +$229K | 0.15% | 60 |
|