WealthPlan Investment Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
21,714
+2,566
| +13% | +$1.44M | 0.89% | 30 |
|
|
2025
Q1 | $10.5M | Buy |
19,148
+72
| +0.4% | +$39.5K | 1.03% | 26 |
|
|
2024
Q4 | $10M | Buy |
19,076
+249
| +1% | +$131K | 0.99% | 31 |
|
|
2024
Q3 | $9.3M | Buy |
18,827
+4,087
| +28% | +$2.02M | 0.94% | 39 |
|
|
2024
Q2 | $6.5M | Buy |
14,740
+351
| +2% | +$155K | 0.98% | 41 |
|
|
2024
Q1 | $6.93M | Buy |
14,389
+35
| +0.2% | +$16.9K | 1.06% | 39 |
|
|
2023
Q4 | $6.12M | Sell |
14,354
-37
| -0.3% | -$15.8K | 0.98% | 45 |
|
|
2023
Q3 | $5.7M | Buy |
14,391
+8,384
| +140% | +$3.32M | 1.01% | 45 |
|
|
2023
Q2 | $2.36M | Sell |
6,007
-8,048
| -57% | -$3.17M | 0.7% | 53 |
|
|
2023
Q1 | $5.11M | Sell |
14,055
-10,702
| -43% | -$3.89M | 0.88% | 45 |
|
|
2022
Q4 | $9.18M | Sell |
24,757
-1,539
| -6% | -$571K | 0.64% | 50 |
|
|
2022
Q3 | $9.14M | Buy |
+26,296
| New | +$9.14M | 0.67% | 54 |
|
|
2022
Q1 | $10.3M | Buy |
+28,393
| New | +$10.3M | 0.72% | 51 |
|