Baron Silver Stevens Financial 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 | $745K | Buy |
1,326
+222
| +20% | +$125K | 0.12% | 68 |
|
|
2025
Q1 | $605K | Hold |
1,104
| – | – | 0.11% | 66 |
|
|
2024
Q4 | $581K | Hold |
1,104
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $545K | Sell |
1,104
-35
| -3% | -$17.3K | 0.1% | 68 |
|
|
2024
Q2 | $502K | Sell |
1,139
-5
| -0.4% | -$2.21K | 0.1% | 67 |
|
|
2024
Q1 | $551K | Buy |
1,144
+270
| +31% | +$130K | 0.11% | 67 |
|
|
2023
Q4 | $373K | Buy |
874
+330
| +61% | +$141K | 0.08% | 74 |
|
|
2023
Q3 | $215K | Buy |
+544
| New | +$215K | 0.05% | 101 |
|
|
2022
Q3 | – | Sell |
-770
| Closed | -$242K | – | 130 |
|
|
2022
Q2 | $242K | Buy |
+770
| New | +$242K | 0.06% | 88 |
|
|
2021
Q3 | – | Sell |
-620
| Closed | -$226K | – | 81 |
|
|
2021
Q2 | $226K | Buy |
+620
| New | +$226K | 0.06% | 79 |
|
|
2021
Q1 | – | Sell |
-44
| Closed | -$15K | – | 288 |
|
|
2020
Q4 | $15K | Buy |
+44
| New | +$15K | 0.01% | 218 |
|