AIMZ Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
714
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $391K | Hold |
714
| – | – | 0.14% | 100 |
|
|
2024
Q4 | $376K | Hold |
714
| – | – | 0.13% | 98 |
|
|
2024
Q3 | $353K | Hold |
714
| – | – | 0.12% | 99 |
|
|
2024
Q2 | $315K | Hold |
714
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $344K | Hold |
714
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $305K | Hold |
714
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $283K | Hold |
714
| – | – | 0.13% | 96 |
|
|
2023
Q2 | $281K | Hold |
714
| – | – | 0.12% | 97 |
|
|
2023
Q1 | $259K | Hold |
714
| – | – | 0.12% | 99 |
|
|
2022
Q4 | $248K | Buy |
+714
| New | +$248K | 0.12% | 103 |
|
|
2021
Q1 | – | Sell |
-584
| Closed | -$208K | – | 110 |
|
|
2020
Q4 | $208K | Buy |
+584
| New | +$208K | 0.11% | 103 |
|