CPA
Clear Point Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Hold |
982
| – | – | 0.47% | 64 |
|
|
2025
Q1 | $538K | Hold |
982
| – | – | 0.48% | 60 |
|
|
2024
Q4 | $517K | Hold |
982
| – | – | 0.44% | 66 |
|
|
2024
Q3 | $485K | Hold |
982
| – | – | 0.37% | 68 |
|
|
2024
Q2 | $433K | Hold |
982
| – | – | 0.36% | 71 |
|
|
2024
Q1 | $473K | Hold |
982
| – | – | 0.39% | 68 |
|
|
2023
Q4 | $419K | Buy |
+982
| New | +$419K | 0.37% | 70 |
|