West Michigan 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 | $328K | Buy |
583
+11
| +2% | +$6.18K | 0.09% | 159 |
|
|
2025
Q1 | $314K | Sell |
572
-15
| -3% | -$8.22K | 0.1% | 148 |
|
|
2024
Q4 | $309K | Sell |
587
-6
| -1% | -$3.16K | 0.09% | 146 |
|
|
2024
Q3 | $293K | Sell |
593
-17
| -3% | -$8.4K | 0.09% | 150 |
|
|
2024
Q2 | $269K | Sell |
610
-36
| -6% | -$15.9K | 0.09% | 150 |
|
|
2024
Q1 | $311K | Buy |
646
+25
| +4% | +$12K | 0.1% | 129 |
|
|
2023
Q4 | $265K | Buy |
621
+7
| +1% | +$2.99K | 0.1% | 126 |
|
|
2023
Q3 | $243K | Sell |
614
-11
| -2% | -$4.36K | 0.13% | 123 |
|
|
2023
Q2 | $246K | Sell |
625
-84
| -12% | -$33K | 0.1% | 176 |
|
|
2023
Q1 | $258K | Buy |
+709
| New | +$258K | 0.15% | 113 |
|
|
2022
Q2 | – | Sell |
-607
| Closed | -$217K | – | 131 |
|
|
2022
Q1 | $217K | Buy |
+607
| New | +$217K | 0.15% | 118 |
|