White Knight Strategic Wealth 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 | $978K | Sell |
1,741
-60
| -3% | -$33.7K | 0.83% | 30 |
|
|
2025
Q1 | $987K | Sell |
1,801
-1,957
| -52% | -$1.07M | 0.91% | 27 |
|
|
2024
Q4 | $1.98M | Buy |
3,758
+1,854
| +97% | +$976K | 0.83% | 26 |
|
|
2024
Q3 | $940K | Buy |
1,904
+275
| +17% | +$136K | 0.85% | 27 |
|
|
2024
Q2 | $719K | Hold |
1,629
| – | – | 0.72% | 33 |
|
|
2024
Q1 | $784K | Sell |
1,629
-50
| -3% | -$24.1K | 0.82% | 28 |
|
|
2023
Q4 | $716K | Hold |
1,679
| – | – | 0.82% | 29 |
|
|
2023
Q3 | $665K | Sell |
1,679
-170
| -9% | -$67.3K | 0.88% | 27 |
|
|
2023
Q2 | $727K | Sell |
1,849
-135
| -7% | -$53.1K | 0.85% | 29 |
|
|
2023
Q1 | $721K | Sell |
1,984
-142
| -7% | -$51.6K | 0.91% | 27 |
|
|
2022
Q4 | $739K | Sell |
2,126
-95
| -4% | -$33K | 1.01% | 26 |
|
|
2022
Q3 | $632K | Sell |
2,221
-65
| -3% | -$18.5K | 0.9% | 28 |
|
|
2022
Q2 | $721K | Buy |
2,286
+40
| +2% | +$12.6K | 1% | 28 |
|
|
2022
Q1 | $803K | Sell |
2,246
-363
| -14% | -$130K | 0.87% | 30 |
|
|
2021
Q4 | $937K | Buy |
+2,609
| New | +$937K | 0.98% | 29 |
|