Advance Capital Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$953K Sell
1,697
-9
-0.5% -$5.06K 0.04% 62
2025
Q1
$935K Buy
1,706
+69
+4% +$37.8K 0.04% 60
2024
Q4
$862K Sell
1,637
-14
-0.8% -$7.37K 0.04% 60
2024
Q3
$815K Buy
1,651
+1
+0.1% +$494 0.04% 64
2024
Q2
$728K Hold
1,650
0.03% 63
2024
Q1
$795K Buy
1,650
+182
+12% +$87.7K 0.06% 55
2023
Q4
$626K Buy
1,468
+12
+0.8% +$5.12K 0.05% 55
2023
Q3
$576K Buy
1,456
+112
+8% +$44.3K 0.05% 51
2023
Q2
$529K Buy
+1,344
New +$529K 0.06% 57