Wedmont Private Capital’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.39M Buy
11,299
+522
+5% +$295K 0.27% 53
2025
Q1
$5.49M Buy
10,777
+409
+4% +$208K 0.28% 53
2024
Q4
$5.23M Buy
10,368
+854
+9% +$431K 0.28% 51
2024
Q3
$4.67M Buy
9,514
+260
+3% +$128K 0.27% 51
2024
Q2
$4.07M Buy
9,254
+969
+12% +$426K 0.26% 57
2024
Q1
$3.91M Buy
8,285
+466
+6% +$220K 0.29% 52
2023
Q4
$3.3M Buy
7,819
+866
+12% +$365K 0.27% 56
2023
Q3
$2.74M Buy
6,953
+983
+16% +$388K 0.28% 58
2023
Q2
$2.4M Buy
5,970
+806
+16% +$324K 0.26% 59
2023
Q1
$1.86M Buy
5,164
+1,210
+31% +$436K 0.25% 65
2022
Q4
$1.45M Buy
3,954
+1,486
+60% +$546K 0.22% 74
2022
Q3
$702K Sell
2,468
-1,590
-39% -$452K 0.14% 116
2022
Q2
$1.28M Buy
4,058
+724
+22% +$228K 0.28% 62
2022
Q1
$1.22M Buy
3,334
+899
+37% +$330K 0.27% 59
2021
Q4
$900K Buy
+2,435
New +$900K 0.28% 66