Wellington Wealth Strategies’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $894K | Sell |
1,578
-345
| -18% | -$195K | 0.81% | 33 |
|
|
2024
Q3 | $961K | Buy |
+1,923
| New | +$961K | 0.73% | 33 |
|
|
2024
Q2 | – | Sell |
-1,098
| Closed | -$529K | – | 125 |
|
|
2024
Q1 | $529K | Buy |
1,098
+262
| +31% | +$126K | 0.25% | 83 |
|
|
2023
Q4 | $357K | Buy |
+836
| New | +$357K | 0.3% | 55 |
|
|
2020
Q4 | $357K | Buy |
+836
| New | +$357K | 0.3% | 56 |
|