ERn Financial LLC’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
597
-26
-4% -$14.6K 0.07% 115
2025
Q1
$342K Sell
623
-36
-5% -$19.7K 0.05% 154
2024
Q4
$347K Buy
659
+202
+44% +$106K 0.05% 159
2024
Q3
$226K Buy
+457
New +$226K 0.03% 175
2024
Q2
Sell
-434
Closed -$209K 181
2024
Q1
$209K Buy
+434
New +$209K 0.04% 169