WealthShield Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
3,797
+156
| +4% | +$87.7K | 0.26% | 108 |
|
|
2025
Q1 | $2M | Buy |
+3,641
| New | +$2M | 0.26% | 107 |
|
|
2024
Q4 | – | Sell |
-527
| Closed | -$260K | – | 510 |
|
|
2024
Q3 | $260K | Buy |
+527
| New | +$260K | 0.04% | 259 |
|
|
2024
Q1 | – | Sell |
-527
| Closed | -$225K | – | 502 |
|
|
2023
Q4 | $225K | Sell |
527
-66
| -11% | -$28.2K | 0.04% | 269 |
|
|
2023
Q3 | $235K | Hold |
593
| – | – | 0.04% | 273 |
|
|
2023
Q2 | $233K | Buy |
+593
| New | +$233K | 0.04% | 274 |
|
|
2022
Q2 | – | Sell |
-1,317
| Closed | -$471K | – | 314 |
|
|
2022
Q1 | $471K | Sell |
1,317
-791
| -38% | -$283K | 0.08% | 240 |
|
|
2021
Q4 | $757K | Buy |
+2,108
| New | +$757K | 0.13% | 166 |
|
|
2021
Q3 | – | Sell |
-766
| Closed | -$280K | – | 522 |
|
|
2021
Q2 | $280K | Buy |
766
+83
| +12% | +$30.3K | 0.04% | 213 |
|
|
2021
Q1 | $243K | Sell |
683
-1,300
| -66% | -$463K | 0.04% | 236 |
|
|
2020
Q4 | $708K | Buy |
1,983
+129
| +7% | +$46.1K | 0.13% | 128 |
|
|
2020
Q3 | $627K | Sell |
1,854
-20
| -1% | -$6.76K | 0.22% | 104 |
|
|
2020
Q2 | $554K | Buy |
+1,874
| New | +$554K | 0.26% | 94 |
|