Avity Investment Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
2025
Q1
$534K Hold
2024
Q4
$513K Hold
2024
Q3
$481K Hold
2024
Q2
$430K Hold
2024
Q1
$470K Hold
2023
Q4
$416K Hold
2023
Q3
$386K Hold
2023
Q2
$383K Buy
2023
Q1
$333K Buy
2019
Q4
Sell
2019
Q3
$337K Sell
2019
Q2
$337K Buy
2018
Q2
Sell
2018
Q1
$201K Buy