Fermata Advisors’s Mastercard MA Stock Holding History

Fermata Advisors’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$284K	Sell
2025 Q1	$953K	Buy
2024 Q4	$819K	Buy
2024 Q3	$343K	Buy
2024 Q2	$293K	Buy
2024 Q1	$245K	Buy
2021 Q4	–	Sell
2021 Q3	$205K	Sell
2021 Q2	$215K	Buy