Ethos Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
3,328
+154
| +5% | +$86.5K | 0.16% | 124 |
|
|
2025
Q1 | $1.68M | Buy |
3,174
+518
| +20% | +$275K | 0.16% | 127 |
|
|
2024
Q4 | $1.4M | Sell |
2,656
-32
| -1% | -$16.9K | 0.18% | 86 |
|
|
2024
Q3 | $1.33M | Sell |
2,688
-104
| -4% | -$51.3K | 0.22% | 68 |
|
|
2024
Q2 | $1.23M | Buy |
2,792
+107
| +4% | +$47.2K | 0.22% | 70 |
|
|
2024
Q1 | $1.29M | Buy |
2,685
+83
| +3% | +$40K | 0.24% | 65 |
|
|
2023
Q4 | $1.11M | Buy |
2,602
+640
| +33% | +$273K | 0.24% | 70 |
|
|
2023
Q3 | $777K | Buy |
1,962
+386
| +24% | +$153K | 0.2% | 70 |
|
|
2023
Q2 | $573K | Hold |
1,576
| – | – | 0.19% | 66 |
|
|
2023
Q1 | $573K | Hold |
1,576
| – | – | 0.18% | 75 |
|
|
2022
Q4 | $548K | Buy |
+1,576
| New | +$548K | 0.19% | 71 |
|