Whitney & Co’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
402
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $220K | Sell |
402
-7
| -2% | -$3.83K | 0.02% | 123 |
|
|
2024
Q4 | $215K | Hold |
409
| – | – | 0.02% | 122 |
|
|
2024
Q3 | $202K | Buy |
+409
| New | +$202K | 0.02% | 125 |
|
|
2018
Q4 | – | Sell |
-214
| Closed | -$45K | – | 299 |
|
|
2018
Q3 | $45K | Buy |
+214
| New | +$45K | 0.01% | 186 |
|