CBIZ Investment Advisory 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 | $180K | Sell |
320
-66
| -17% | -$37K | 0.01% | 50 |
|
|
2025
Q1 | $211K | Buy |
386
+50
| +15% | +$27.4K | 0.01% | 51 |
|
|
2024
Q4 | $177K | Buy |
336
+1
| +0.3% | +$526 | 0.01% | 53 |
|
|
2024
Q3 | $166K | Buy |
335
+65
| +24% | +$32.1K | 0.01% | 54 |
|
|
2024
Q2 | $119K | Hold |
270
| – | – | 0.01% | 63 |
|
|
2024
Q1 | $130K | Buy |
+270
| New | +$130K | 0.01% | 59 |
|
|
2020
Q2 | – | Hold |
0
| – | -$16K | – | 174 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 118 |
|