DAS
Diversify Advisory Services’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
12,071
+3,742
| +45% | +$2.15M | 0.27% | 61 |
|
|
2025
Q1 | $4.49M | Buy |
8,329
+2,256
| +37% | +$1.22M | 0.28% | 63 |
|
|
2024
Q4 | $3.06M | Sell |
6,073
-861
| -12% | -$435K | 0.17% | 90 |
|
|
2024
Q3 | $3.56M | Sell |
6,934
-1,282
| -16% | -$658K | 0.19% | 95 |
|
|
2024
Q2 | $3.65M | Sell |
8,216
-3,195
| -28% | -$1.42M | 0.2% | 92 |
|
|
2024
Q1 | $5.46M | Buy |
+11,411
| New | +$5.46M | 0.32% | 63 |
|