Edge Financial 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 | $539K | Buy |
960
+46
| +5% | +$25.8K | 0.28% | 63 |
|
|
2025
Q1 | $501K | Buy |
914
+1
| +0.1% | +$548 | 0.32% | 54 |
|
|
2024
Q4 | $481K | Sell |
913
-4
| -0.4% | -$2.11K | 0.43% | 56 |
|
|
2024
Q3 | $453K | Buy |
+917
| New | +$453K | 0.4% | 56 |
|
|
2024
Q1 | $438K | Buy |
+909
| New | +$438K | 0.39% | 74 |
|