Cornell Pochily Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
537
-9
| -2% | -$5.06K | 0.1% | 143 |
|
|
2025
Q1 | $299K | Buy |
546
+9
| +2% | +$4.93K | 0.11% | 141 |
|
|
2024
Q4 | $283K | Hold |
537
| – | – | 0.1% | 139 |
|
|
2024
Q3 | $265K | Hold |
537
| – | – | 0.09% | 155 |
|
|
2024
Q2 | $237K | Hold |
537
| – | – | 0.09% | 155 |
|
|
2024
Q1 | $259K | Buy |
537
+13
| +2% | +$6.26K | 0.1% | 149 |
|
|
2023
Q4 | $223K | Buy |
524
+3
| +0.6% | +$1.28K | 0.09% | 162 |
|
|
2023
Q3 | $206K | Buy |
521
+11
| +2% | +$4.36K | 0.09% | 165 |
|
|
2023
Q2 | $201K | Buy |
+510
| New | +$201K | 0.08% | 166 |
|
|
2022
Q3 | – | Sell |
-708
| Closed | -$223K | – | 167 |
|
|
2022
Q2 | $223K | Buy |
708
+48
| +7% | +$15.1K | 0.1% | 157 |
|
|
2022
Q1 | $236K | Buy |
660
+75
| +13% | +$26.8K | 0.09% | 157 |
|
|
2021
Q4 | $210K | Hold |
585
| – | – | 0.08% | 157 |
|
|
2021
Q3 | $203K | Hold |
585
| – | – | 0.09% | 159 |
|
|
2021
Q2 | $214K | Hold |
585
| – | – | 0.09% | 152 |
|
|
2021
Q1 | $208K | Hold |
585
| – | – | 0.1% | 143 |
|
|
2020
Q4 | $209K | Buy |
+585
| New | +$209K | 0.1% | 143 |
|