Allegheny Financial 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
$359K Buy
638
+27
+4% +$15.2K 0.08% 167
2025
Q1
$335K Sell
611
-110
-15% -$60.4K 0.09% 168
2024
Q4
$380K Sell
721
-213
-23% -$112K 0.1% 154
2024
Q3
$461K Buy
934
+321
+52% +$158K 0.11% 152
2024
Q2
$270K Buy
613
+179
+41% +$78.9K 0.08% 184
2024
Q1
$209K Buy
+434
New +$209K 0.06% 192