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Claris Financial’s Mastercard MA Stock Holding History

Claris Financial’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Sell
556
-184
-25% -$103K 0.24% 99
2025
Q1 		$390K Hold
740
– – 0.26% 89
2024
Q4 		$390K Buy
+740
New +$390K 0.26% 89