WealthBridge Investment Counsel’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
632
| – | – | 0.12% | 45 |
|
|
2025
Q1 | $346K | Hold |
632
| – | – | 0.13% | 45 |
|
|
2024
Q4 | $333K | Hold |
632
| – | – | 0.12% | 44 |
|
|
2024
Q3 | $312K | Hold |
632
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $279K | Hold |
632
| – | – | 0.11% | 42 |
|
|
2024
Q1 | $304K | Hold |
632
| – | – | 0.11% | 41 |
|
|
2023
Q4 | $270K | Hold |
632
| – | – | 0.11% | 42 |
|
|
2023
Q3 | $250K | Hold |
632
| – | – | 0.11% | 42 |
|
|
2023
Q2 | $249K | Hold |
632
| – | – | 0.1% | 41 |
|
|
2023
Q1 | $230K | Hold |
632
| – | – | 0.1% | 42 |
|
|
2022
Q4 | $220K | Buy |
+632
| New | +$220K | 0.1% | 48 |
|
|
2022
Q2 | – | Sell |
-702
| Closed | -$251K | – | 39 |
|
|
2022
Q1 | $251K | Hold |
702
| – | – | 0.11% | 39 |
|
|
2021
Q4 | $252K | Buy |
+702
| New | +$252K | 0.11% | 39 |
|