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