Wealth Effects’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
508
| – | – | 0.11% | 160 |
|
|
2025
Q1 | $278K | Sell |
508
-10
| -2% | -$5.48K | 0.12% | 147 |
|
|
2024
Q4 | $273K | Hold |
518
| – | – | 0.1% | 171 |
|
|
2024
Q3 | $256K | Sell |
518
-30
| -5% | -$14.8K | 0.09% | 173 |
|
|
2024
Q2 | $242K | Hold |
548
| – | – | 0.09% | 168 |
|
|
2024
Q1 | $264K | Sell |
548
-57
| -9% | -$27.4K | 0.1% | 164 |
|
|
2023
Q4 | $258K | Buy |
605
+55
| +10% | +$23.5K | 0.1% | 176 |
|
|
2023
Q3 | $218K | Hold |
550
| – | – | 0.11% | 157 |
|
|
2023
Q2 | $216K | Buy |
+550
| New | +$216K | 0.1% | 164 |
|
|
2022
Q2 | – | Sell |
-569
| Closed | -$203K | – | 202 |
|
|
2022
Q1 | $203K | Hold |
569
| – | – | 0.09% | 185 |
|
|
2021
Q4 | $204K | Buy |
+569
| New | +$204K | 0.08% | 197 |
|