Walkner Condon Financial 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 | $539K | Buy |
959
+47
| +5% | +$26.4K | 0.1% | 149 |
|
|
2025
Q1 | $500K | Buy |
912
+88
| +11% | +$48.2K | 0.1% | 153 |
|
|
2024
Q4 | $434K | Buy |
824
+57
| +7% | +$30K | 0.09% | 177 |
|
|
2024
Q3 | $379K | Buy |
767
+33
| +4% | +$16.3K | 0.08% | 185 |
|
|
2024
Q2 | $324K | Buy |
734
+155
| +27% | +$68.3K | 0.07% | 190 |
|
|
2024
Q1 | $279K | Buy |
579
+79
| +16% | +$38K | 0.06% | 222 |
|
|
2023
Q4 | $213K | Sell |
500
-10
| -2% | -$4.27K | 0.05% | 251 |
|
|
2023
Q3 | $202K | Buy |
+510
| New | +$202K | 0.05% | 237 |
|