Financial Symmetry’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
470
-26
| -5% | -$14.6K | 0.14% | 41 |
|
|
2025
Q1 | $272K | Buy |
496
+26
| +6% | +$14.3K | 0.17% | 39 |
|
|
2024
Q4 | $247K | Hold |
470
| – | – | 0.17% | 37 |
|
|
2024
Q3 | $232K | Hold |
470
| – | – | 0.16% | 40 |
|
|
2024
Q2 | $207K | Hold |
470
| – | – | 0.16% | 40 |
|
|
2024
Q1 | $226K | Sell |
470
-6
| -1% | -$2.89K | 0.2% | 33 |
|
|
2023
Q4 | $203K | Buy |
+476
| New | +$203K | 0.2% | 31 |
|