Coppell Advisory Solutions’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-458
| Closed | -$241K | – | 1212 |
|
|
2024
Q4 | $241K | Buy |
458
+317
| +225% | +$167K | 0.03% | 248 |
|
|
2024
Q3 | $69.6K | Sell |
141
-945
| -87% | -$466K | 0.01% | 462 |
|
|
2024
Q2 | $479K | Buy |
+1,086
| New | +$479K | 0.08% | 157 |
|
|
2023
Q4 | $370K | Buy |
867
+563
| +185% | +$240K | 0.07% | 182 |
|
|
2023
Q3 | $106K | Buy |
304
+300
| +7,500% | +$104K | 0.04% | 215 |
|
|
2023
Q2 | $1.55K | Buy |
+4
| New | +$1.55K | ﹤0.01% | 1058 |
|
|
2023
Q1 | – | Sell |
-304
| Closed | -$106K | – | 707 |
|
|
2022
Q4 | $106K | Buy |
+304
| New | +$106K | 0.04% | 217 |
|