Westmount 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 | $775K | Buy |
1,379
+268
| +24% | +$151K | 0.21% | 89 |
|
|
2025
Q1 | $609K | Sell |
1,111
-16
| -1% | -$8.77K | 0.19% | 110 |
|
|
2024
Q4 | $593K | Buy |
1,127
+75
| +7% | +$39.5K | 0.18% | 103 |
|
|
2024
Q3 | $520K | Hold |
1,052
| – | – | 0.16% | 115 |
|
|
2024
Q2 | $460K | Buy |
1,052
+42
| +4% | +$18.4K | 0.15% | 117 |
|
|
2024
Q1 | $486K | Sell |
1,010
-23
| -2% | -$11.1K | 0.18% | 114 |
|
|
2023
Q4 | $441K | Sell |
1,033
-196
| -16% | -$83.6K | 0.18% | 119 |
|
|
2023
Q3 | $487K | Hold |
1,229
| – | – | 0.21% | 106 |
|
|
2023
Q2 | $483K | Buy |
1,229
+94
| +8% | +$37K | 0.21% | 104 |
|
|
2023
Q1 | $412K | Sell |
1,135
-17
| -1% | -$6.18K | 0.19% | 112 |
|
|
2022
Q4 | $401K | Buy |
+1,152
| New | +$401K | 0.21% | 109 |
|