Capital Advisors Inc’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 | $851K | Buy |
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|
2025
Q2 | $818K | Buy |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $302K | Buy |
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