Family Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
2025
Q1
$510K Sell
2024
Q4
$523K Buy
2024
Q3
$482K Buy
2024
Q2
$375K Sell
2024
Q1
$425K Sell
2023
Q4
$2.73M Buy
2023
Q3
$2.46M Sell
2023
Q2
$2.46M Sell
2023
Q1
$2.29M Buy
2020
Q1
Sell
2019
Q4
$202K Buy
2015
Q3
Sell
2015
Q2
$5.63M Buy
2015
Q1
$4.88M Buy