Cladis Investment Advisory’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
408
-10
-2% -$5.63K 0.14% 124
2025
Q1
$229K Sell
418
-40
-9% -$21.9K 0.17% 114
2024
Q4
$241K Hold
458
0.17% 110
2024
Q3
$226K Buy
+458
New +$226K 0.16% 120