Burr 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 | $432K | Sell |
768
-80
| -9% | -$45K | 0.36% | 21 |
|
|
2025
Q1 | $465K | Sell |
848
-1,141
| -57% | -$625K | 0.36% | 21 |
|
|
2024
Q4 | $1.05M | Sell |
1,989
-60
| -3% | -$31.6K | 0.71% | 15 |
|
|
2024
Q3 | $1.01M | Sell |
2,049
-40
| -2% | -$19.8K | 0.72% | 16 |
|
|
2024
Q2 | $922K | Sell |
2,089
-184
| -8% | -$81.2K | 0.64% | 19 |
|
|
2024
Q1 | $1.03M | Hold |
2,273
| – | – | 0.8% | 22 |
|
|
2023
Q4 | $1.04M | Buy |
+2,273
| New | +$1.04M | 0.8% | 22 |
|