Capital Performance 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
$876K Buy
1,559
+184
+13% +$103K 0.17% 66
2025
Q1
$754K Buy
1,375
+725
+112% +$397K 0.17% 71
2024
Q4
$342K Sell
650
-44
-6% -$23.2K 0.11% 83
2024
Q3
$342K Buy
+694
New +$342K 0.1% 68