Baron Silver Stevens Financial Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$747K Sell
2025
Q2
$745K Buy
2025
Q1
$605K Hold
2024
Q4
$581K Hold
2024
Q3
$545K Sell
2024
Q2
$502K Sell
2024
Q1
$551K Buy
2023
Q4
$373K Buy
2023
Q3
$215K Buy
2022
Q3
Sell
2022
Q2
$242K Buy
2021
Q3
Sell
2021
Q2
$226K Buy
2021
Q1
Sell
2020
Q4
$15K Buy