Davies Financial Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$920K Sell
2025
Q2
$980K Hold
2025
Q1
$955K Buy
2024
Q4
$903K Sell
2024
Q3
$992K Sell
2024
Q2
$947K Sell
2024
Q1
$1.09M Buy