Williamson Legacy Group’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,009
Closed -$886K 121
2024
Q2
$886K Sell
2,009
-1,779
-47% -$785K 0.66% 44
2024
Q1
$1.82M Buy
3,788
+104
+3% +$50.1K 1.41% 17
2023
Q4
$1.57M Buy
+3,684
New +$1.57M 1.46% 17