Advocate Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
8,722
-68
| -0.8% | -$38.2K | 0.88% | 49 |
|
|
2025
Q1 | $4.82M | Buy |
8,790
+10
| +0.1% | +$5.48K | 0.88% | 52 |
|
|
2024
Q4 | $4.62M | Buy |
8,780
+526
| +6% | +$277K | 0.87% | 48 |
|
|
2024
Q3 | $4.08M | Buy |
8,254
+277
| +3% | +$137K | 0.74% | 58 |
|
|
2024
Q2 | $3.52M | Buy |
7,977
+273
| +4% | +$120K | 0.71% | 59 |
|
|
2024
Q1 | $3.71M | Buy |
7,704
+983
| +15% | +$473K | 0.74% | 58 |
|
|
2023
Q4 | $2.87M | Buy |
6,721
+925
| +16% | +$395K | 0.62% | 61 |
|
|
2023
Q3 | $2.29M | Buy |
5,796
+1,517
| +35% | +$601K | 0.53% | 62 |
|
|
2023
Q2 | $1.68M | Buy |
4,279
+2,296
| +116% | +$903K | 0.37% | 69 |
|
|
2023
Q1 | $721K | Buy |
+1,983
| New | +$721K | 0.16% | 85 |
|