CFS Investment Advisory Services’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 | $617K | Buy |
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|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $535K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
|