Wealthstream Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
817
+185
| +29% | +$104K | 0.08% | 87 |
|
|
2025
Q1 | $347K | Buy |
632
+18
| +3% | +$9.87K | 0.06% | 98 |
|
|
2024
Q4 | $323K | Buy |
614
+27
| +5% | +$14.2K | 0.06% | 102 |
|
|
2024
Q3 | $290K | Buy |
587
+64
| +12% | +$31.6K | 0.05% | 108 |
|
|
2024
Q2 | $231K | Buy |
523
+36
| +7% | +$15.9K | 0.08% | 121 |
|
|
2024
Q1 | $235K | Buy |
+487
| New | +$235K | 0.09% | 117 |
|