Alpha Financial Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
416
+12
| +3% | +$6.75K | 0.17% | 75 |
|
|
2025
Q1 | $221K | Buy |
404
+16
| +4% | +$8.76K | 0.18% | 76 |
|
|
2024
Q4 | $204K | Buy |
+388
| New | +$204K | 0.16% | 82 |
|
|
2023
Q3 | – | Sell |
-639
| Closed | -$251K | – | 88 |
|
|
2023
Q2 | $251K | Sell |
639
-67
| -9% | -$26.3K | 0.27% | 78 |
|
|
2023
Q1 | $257K | Buy |
706
+22
| +3% | +$8K | 0.29% | 74 |
|
|
2022
Q4 | $238K | Buy |
+684
| New | +$238K | 0.29% | 71 |
|