Everhart Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.4M | Buy |
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|
2025
Q2 | $3.24M | Buy |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.16M | Buy |
|
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.6M | Buy |
|
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $958K | Buy |
|
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|
2023
Q1 | $777K | Buy |
|
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|
2022
Q4 | $630K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $588K | Buy |
|
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|
2022
Q1 | $611K | Buy |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $289K | Buy |
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