Financial & Tax Architects’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-676
Closed -$386K 118
2025
Q4
$386K Buy
676
+50
+8% +$28K 0.09% 90
2025
Q3
$356K Buy
626
+14
+2% +$8.04K 0.08% 93
2025
Q2
$344K Buy
612
+176
+40% +$97.3K 0.08% 82
2025
Q1
$239K Sell
436
-115
-21% -$62.6K 0.06% 98
2024
Q4
$290K Buy
551
+12
+2% +$6.21K 0.07% 97
2024
Q3
$266K Hold
539
0.07% 91
2024
Q2
$238K Sell
539
-4
-0.7% -$1.82K 0.06% 82
2024
Q1
$262K Sell
543
-157
-22% -$71.8K 0.07% 84
2023
Q4
$299K Hold
700
0.09% 76
2023
Q3
$277K Buy
+700
New +$281K 0.09% 76

Other funds holding MA