CSM 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 | $372K | Buy |
661
+15
| +2% | +$8.44K | 0.01% | 353 |
|
|
2025
Q1 | $353K | Sell |
646
-5
| -0.8% | -$2.73K | 0.02% | 115 |
|
|
2024
Q4 | $342K | Buy |
651
+161
| +33% | +$84.6K | 0.02% | 114 |
|
|
2024
Q3 | $241K | Buy |
+490
| New | +$241K | 0.02% | 117 |
|
|
2024
Q2 | – | Sell |
-435
| Closed | -$210K | – | 131 |
|
|
2024
Q1 | $210K | Buy |
+435
| New | +$210K | 0.01% | 133 |
|