Empire Financial Management Company’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,235
| Closed | -$1.23M | – | 204 |
|
|
2025
Q1 | $1.23M | Buy |
2,235
+183
| +9% | +$100K | 0.38% | 81 |
|
|
2024
Q4 | $1.08M | Sell |
2,052
-481
| -19% | -$253K | 0.34% | 90 |
|
|
2024
Q3 | $1.25M | Buy |
2,533
+125
| +5% | +$61.7K | 0.38% | 77 |
|
|
2024
Q2 | $1.06M | Buy |
2,408
+795
| +49% | +$351K | 0.35% | 81 |
|
|
2024
Q1 | $777K | Buy |
1,613
+343
| +27% | +$165K | 0.26% | 106 |
|
|
2023
Q4 | $542K | Buy |
1,270
+94
| +8% | +$40.1K | 0.21% | 121 |
|
|
2023
Q3 | $466K | Buy |
1,176
+26
| +2% | +$10.3K | 0.2% | 126 |
|
|
2023
Q2 | $452K | Buy |
1,150
+116
| +11% | +$45.6K | 0.18% | 128 |
|
|
2023
Q1 | $376K | Buy |
+1,034
| New | +$376K | 0.15% | 143 |
|