Wealth 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 | $2.83M | Sell |
5,032
-920
| -15% | -$517K | 2.81% | 9 |
|
|
2025
Q1 | $3.26M | Buy |
5,952
+211
| +4% | +$116K | 2.11% | 11 |
|
|
2024
Q4 | $3.02M | Buy |
5,741
+19
| +0.3% | +$10K | 1.96% | 9 |
|
|
2024
Q3 | $2.83M | Sell |
5,722
-1,771
| -24% | -$874K | 1.9% | 11 |
|
|
2024
Q2 | $2.79M | Buy |
7,493
+1,793
| +31% | +$666K | 2% | 10 |
|
|
2024
Q1 | $2.75M | Buy |
+5,700
| New | +$2.75M | 2.07% | 11 |
|