AAFMAA Wealth Management & Trust’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
3,674
-406
| -10% | -$228K | 0.85% | 30 |
|
|
2025
Q1 | $2.24M | Sell |
4,080
-294
| -7% | -$161K | 1.02% | 21 |
|
|
2024
Q4 | $2.3M | Sell |
4,374
-244
| -5% | -$128K | 1.01% | 26 |
|
|
2024
Q3 | $2.28M | Buy |
4,618
+296
| +7% | +$146K | 1.01% | 26 |
|
|
2024
Q2 | $1.91M | Buy |
4,322
+1,063
| +33% | +$469K | 0.94% | 34 |
|
|
2024
Q1 | $1.57M | Buy |
+3,259
| New | +$1.57M | 0.86% | 40 |
|