Wealth Alliance’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
4,536
-28
| -0.6% | -$15.7K | 0.28% | 71 |
|
|
2025
Q1 | $2.5M | Sell |
4,564
-88
| -2% | -$48.2K | 0.3% | 66 |
|
|
2024
Q4 | $2.45M | Buy |
4,652
+94
| +2% | +$49.5K | 0.29% | 70 |
|
|
2024
Q3 | $2.25M | Buy |
4,558
+45
| +1% | +$22.2K | 0.27% | 68 |
|
|
2024
Q2 | $1.99M | Sell |
4,513
-74
| -2% | -$32.6K | 0.26% | 69 |
|
|
2024
Q1 | $2.21M | Sell |
4,587
-159
| -3% | -$76.6K | 0.29% | 65 |
|
|
2023
Q4 | $2.02M | Sell |
4,746
-46
| -1% | -$19.6K | 0.28% | 67 |
|
|
2023
Q3 | $1.9M | Buy |
4,792
+22
| +0.5% | +$8.71K | 0.3% | 66 |
|
|
2023
Q2 | $1.88M | Buy |
4,770
+46
| +1% | +$18.1K | 0.28% | 71 |
|
|
2023
Q1 | $1.72M | Buy |
4,724
+171
| +4% | +$62.1K | 0.28% | 75 |
|
|
2022
Q4 | $1.58M | Buy |
4,553
+101
| +2% | +$35.1K | 0.28% | 75 |
|
|
2022
Q3 | $1.27M | Buy |
4,452
+474
| +12% | +$135K | 0.25% | 90 |
|
|
2022
Q2 | $1.26M | Sell |
3,978
-455
| -10% | -$144K | 0.24% | 93 |
|
|
2022
Q1 | $1.59M | Buy |
4,433
+1,326
| +43% | +$474K | 0.32% | 60 |
|
|
2021
Q4 | $1.12M | Buy |
3,107
+41
| +1% | +$14.7K | 0.22% | 103 |
|
|
2021
Q3 | $1.07M | Sell |
3,066
-305
| -9% | -$106K | 0.24% | 96 |
|
|
2021
Q2 | $1.23M | Buy |
3,371
+527
| +19% | +$192K | 0.29% | 76 |
|
|
2021
Q1 | $1.01M | Sell |
2,844
-424
| -13% | -$151K | 0.28% | 82 |
|
|
2020
Q4 | $1.17M | Sell |
3,268
-485
| -13% | -$173K | 0.34% | 67 |
|
|
2020
Q3 | $1.27M | Sell |
3,753
-431
| -10% | -$146K | 0.46% | 52 |
|
|
2020
Q2 | $1.24M | Buy |
4,184
+508
| +14% | +$150K | 0.49% | 44 |
|
|
2020
Q1 | $888K | Buy |
+3,676
| New | +$888K | 0.48% | 54 |
|