Evernest Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
3,590
+28
| +0.8% | +$15.7K | 0.65% | 32 |
|
|
2025
Q1 | $1.95M | Sell |
3,562
-7
| -0.2% | -$3.84K | 0.7% | 28 |
|
|
2024
Q4 | $1.88M | Sell |
3,569
-20
| -0.6% | -$10.5K | 0.49% | 32 |
|
|
2024
Q3 | $1.77M | Buy |
3,589
+51
| +1% | +$25.2K | 0.48% | 32 |
|
|
2024
Q2 | $1.56M | Buy |
3,538
+55
| +2% | +$24.3K | 0.7% | 25 |
|
|
2024
Q1 | $1.59M | Sell |
3,483
-1,130
| -24% | -$515K | 0.75% | 26 |
|
|
2023
Q4 | $1.97M | Buy |
+4,613
| New | +$1.97M | 1% | 24 |
|
|
2021
Q4 | $1.58M | Buy |
+3,455
| New | +$1.58M | 0.82% | 26 |
|