Brown Financial Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,712
Closed -$845K 134
2024
Q3
$845K Buy
1,712
+186
+12% +$91.8K 0.35% 86
2024
Q2
$673K Buy
+1,526
New +$673K 0.3% 115