Financial Advisory Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
550
| – | – | 0.1% | 63 |
|
|
2025
Q1 | $301K | Hold |
550
| – | – | 0.1% | 60 |
|
|
2024
Q4 | $290K | Hold |
550
| – | – | 0.1% | 61 |
|
|
2024
Q3 | $272K | Hold |
550
| – | – | 0.09% | 63 |
|
|
2024
Q2 | $243K | Hold |
550
| – | – | 0.09% | 64 |
|
|
2024
Q1 | $265K | Hold |
550
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $235K | Hold |
550
| – | – | 0.09% | 63 |
|
|
2023
Q3 | $218K | Hold |
550
| – | – | 0.09% | 64 |
|
|
2023
Q2 | $216K | Buy |
+550
| New | +$216K | 0.08% | 62 |
|
|
2022
Q2 | – | Sell |
-571
| Closed | -$204K | – | 72 |
|
|
2022
Q1 | $204K | Hold |
571
| – | – | 0.08% | 70 |
|
|
2021
Q4 | $205K | Buy |
+571
| New | +$205K | 0.07% | 72 |
|