Cascade Financial Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
2,356
| – | – | 0.16% | 93 |
|
|
2025
Q1 | $1.29M | Sell |
2,356
-20
| -0.8% | -$11K | 0.16% | 95 |
|
|
2024
Q4 | $1.25M | Buy |
2,376
+20
| +0.8% | +$10.5K | 0.16% | 87 |
|
|
2024
Q3 | $1.21M | Sell |
2,356
-260
| -10% | -$133K | 0.15% | 91 |
|
|
2024
Q2 | $1.15M | Hold |
2,616
| – | – | 0.15% | 88 |
|
|
2024
Q1 | $1.22M | Buy |
+2,616
| New | +$1.22M | 0.18% | 84 |
|