Bard Financial Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
2,890
-775
| -21% | -$436K | 0.19% | 95 |
|
|
2025
Q1 | $2.01M | Sell |
3,665
-635
| -15% | -$348K | 0.25% | 86 |
|
|
2024
Q4 | $2.26M | Hold |
4,300
| – | – | 0.27% | 81 |
|
|
2024
Q3 | $2.12M | Hold |
4,300
| – | – | 0.25% | 82 |
|
|
2024
Q2 | $1.9M | Hold |
4,300
| – | – | 0.2% | 90 |
|
|
2024
Q1 | $2.07M | Buy |
4,300
+45
| +1% | +$21.7K | 0.22% | 89 |
|
|
2023
Q4 | $1.81M | Buy |
4,255
+135
| +3% | +$57.6K | 0.2% | 91 |
|
|
2023
Q3 | $1.63M | Hold |
4,120
| – | – | 0.2% | 90 |
|
|
2023
Q2 | $1.62M | Hold |
4,120
| – | – | 0.12% | 133 |
|
|
2023
Q1 | $1.5M | Hold |
4,120
| – | – | 0.12% | 134 |
|
|
2022
Q4 | $1.43M | Hold |
4,120
| – | – | 0.12% | 133 |
|
|
2022
Q3 | $1.17M | Sell |
4,120
-250
| -6% | -$71.1K | 0.11% | 138 |
|
|
2022
Q2 | $1.38M | Hold |
4,370
| – | – | 0.13% | 130 |
|
|
2022
Q1 | $1.56M | Hold |
4,370
| – | – | 0.13% | 120 |
|
|
2021
Q4 | $1.57M | Hold |
4,370
| – | – | 0.13% | 122 |
|
|
2021
Q3 | $1.52M | Hold |
4,370
| – | – | 0.13% | 120 |
|
|
2021
Q2 | $1.6M | Hold |
4,370
| – | – | 0.14% | 118 |
|
|
2021
Q1 | $1.56M | Hold |
4,370
| – | – | 0.15% | 114 |
|
|
2020
Q4 | $1.56M | Buy |
+4,370
| New | +$1.56M | 0.16% | 112 |
|