Convergence Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $613K | Buy |
1,091
+22
| +2% | +$12.4K | 0.11% | 101 |
|
2025
Q1 | $586K | Sell |
1,069
-43
| -4% | -$23.6K | 0.12% | 93 |
|
2024
Q4 | $586K | Hold |
1,112
| – | – | 0.12% | 81 |
|
2024
Q3 | $549K | Buy |
1,112
+152
| +16% | +$75.1K | 0.12% | 88 |
|
2024
Q2 | $424K | Buy |
960
+163
| +20% | +$71.9K | 0.11% | 96 |
|
2024
Q1 | $384K | Buy |
+797
| New | +$384K | 0.16% | 36 |
|