Westside Investment Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
220
+176
| +400% | +$99.4K | 0.02% | 312 |
|
|
2025
Q1 | $24.1K | Hold |
44
| – | – | 0.01% | 527 |
|
|
2024
Q4 | $23.2K | Hold |
44
| – | – | ﹤0.01% | 533 |
|
|
2024
Q3 | $20.7K | Hold |
44
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $19.4K | Buy |
44
+33
| +300% | +$14.6K | ﹤0.01% | 553 |
|
|
2024
Q1 | $5.3K | Hold |
11
| – | – | ﹤0.01% | 719 |
|
|
2023
Q4 | $4.69K | Hold |
11
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $4.36K | Hold |
11
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $4.33K | Hold |
11
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $4K | Hold |
11
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $3 | Hold |
11
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $3 | Hold |
11
| – | – | ﹤0.01% | 745 |
|
|
2022
Q2 | $3 | Sell |
11
-12
| -52% | -$3 | ﹤0.01% | 737 |
|
|
2022
Q1 | $8 | Hold |
23
| – | – | ﹤0.01% | 637 |
|
|
2021
Q4 | $8 | Hold |
23
| – | – | ﹤0.01% | 616 |
|
|
2021
Q3 | $7 | Hold |
23
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $8 | Hold |
23
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $8 | Hold |
23
| – | – | ﹤0.01% | 584 |
|
|
2020
Q4 | $8 | Buy |
23
+12
| +109% | +$4 | ﹤0.01% | 518 |
|
|
2020
Q3 | $3 | Hold |
11
| – | – | ﹤0.01% | 593 |
|
|
2020
Q2 | $3 | Hold |
11
| – | – | ﹤0.01% | 581 |
|
|
2020
Q1 | $2 | Buy |
+11
| New | +$2 | ﹤0.01% | 597 |
|
|
2019
Q2 | $2 | Buy |
+11
| New | +$2 | ﹤0.01% | 611 |
|
|
2018
Q4 | – | Sell |
-82
| Closed | -$18.3K | – | 761 |
|
|
2018
Q3 | $18.3K | Hold |
82
| – | – | 0.01% | 376 |
|
|
2018
Q2 | $16.2K | Sell |
82
-20
| -20% | -$3.95K | 0.01% | 450 |
|
|
2018
Q1 | $17.5K | Buy |
+102
| New | +$17.5K | 0.01% | 408 |
|