Apriem 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 | $2.82M | Hold |
5,025
| – | – | 0.3% | 52 |
|
|
2025
Q1 | $2.75M | Sell |
5,025
-25
| -0.5% | -$13.7K | 0.32% | 49 |
|
|
2024
Q4 | $2.66M | Buy |
+5,050
| New | +$2.66M | 0.3% | 50 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$6K | – | 366 |
|
|
2017
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 457 |
|
|
2016
Q4 | $5K | Buy |
50
+14
| +39% | +$1.4K | ﹤0.01% | 501 |
|
|
2016
Q3 | $4K | Sell |
36
-1,080
| -97% | -$120K | ﹤0.01% | 486 |
|
|
2016
Q2 | $98K | Buy |
1,116
+916
| +458% | +$80.4K | 0.03% | 166 |
|
|
2016
Q1 | $19K | Buy |
+200
| New | +$19K | 0.01% | 316 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | – | – | 661 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 571 |
|
|
2014
Q4 | $0 | Sell |
1
-99
| -99% | – | ﹤0.01% | 536 |
|
|
2014
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 410 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 368 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2013
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 375 |
|