AA Financial 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
$743K Buy
1,322
+497
+60% +$279K 0.16% 85
2025
Q1
$452K Buy
825
+28
+4% +$15.3K 0.11% 110
2024
Q4
$420K Sell
797
-15
-2% -$7.9K 0.11% 109
2024
Q3
$401K Buy
+812
New +$401K 0.12% 112