Aft Forsyth & Sober’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
$1.81M Hold
2025
Q2
$1.78M Buy
2025
Q1
$1.6M Hold
2024
Q4
$1.54M Hold
2024
Q3
$1.44M Hold
2024
Q2
$1.29M Hold
2024
Q1
$1.41M Hold
2023
Q4
$1.25M Hold
2023
Q3
$1.16M Hold
2023
Q2
$1.15M Hold
2023
Q1
$1.06M Hold
2022
Q4
$1.02M Hold
2022
Q3
$832K Hold
2022
Q2
$923K Hold
2022
Q1
$1.04M Hold
2021
Q4
$1.05M Hold
2021
Q3
$1.02M Hold
2021
Q2
$1.07M Hold
2021
Q1
$1.04M Buy
2020
Q4
$535K Buy
2020
Q3
Sell
2020
Q2
$44K Buy
2020
Q1
Sell
2019
Q4
$149K Buy