Everhart 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 | $3.24M | Buy |
5,764
+246
| +4% | +$138K | 0.37% | 39 |
|
|
2025
Q1 | $3.02M | Buy |
5,518
+867
| +19% | +$475K | 0.41% | 38 |
|
|
2024
Q4 | $2.45M | Buy |
4,651
+274
| +6% | +$144K | 0.5% | 37 |
|
|
2024
Q3 | $2.16M | Buy |
4,377
+660
| +18% | +$326K | 0.48% | 39 |
|
|
2024
Q2 | $1.64M | Buy |
3,717
+402
| +12% | +$177K | 0.43% | 42 |
|
|
2024
Q1 | $1.6M | Buy |
3,315
+449
| +16% | +$216K | 0.46% | 39 |
|
|
2023
Q4 | $1.22M | Buy |
2,866
+274
| +11% | +$117K | 0.43% | 47 |
|
|
2023
Q3 | $1.03M | Buy |
2,592
+156
| +6% | +$61.8K | 0.44% | 51 |
|
|
2023
Q2 | $958K | Buy |
2,436
+298
| +14% | +$117K | 0.4% | 52 |
|
|
2023
Q1 | $777K | Buy |
2,138
+327
| +18% | +$119K | 0.35% | 58 |
|
|
2022
Q4 | $630K | Buy |
1,811
+749
| +71% | +$260K | 0.32% | 66 |
|
|
2022
Q3 | $302K | Sell |
1,062
-801
| -43% | -$228K | 0.17% | 127 |
|
|
2022
Q2 | $588K | Buy |
1,863
+152
| +9% | +$48K | 0.36% | 62 |
|
|
2022
Q1 | $611K | Buy |
1,711
+484
| +39% | +$173K | 0.35% | 59 |
|
|
2021
Q4 | $441K | Buy |
1,227
+395
| +47% | +$142K | 0.27% | 69 |
|
|
2021
Q3 | $289K | Buy |
+832
| New | +$289K | 0.2% | 86 |
|