Acorn Financial Advisory Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $298K | Buy |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $383K | Buy |
|