Fortune Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
6,418
+104
| +2% | +$58.4K | 2.9% | 5 |
|
|
2025
Q1 | $3.46M | Buy |
6,314
+65
| +1% | +$35.6K | 2.98% | 5 |
|
|
2024
Q4 | $3.29M | Buy |
6,249
+25
| +0.4% | +$13.2K | 2.99% | 6 |
|
|
2024
Q3 | $3.07M | Sell |
6,224
-1,438
| -19% | -$710K | 2.78% | 7 |
|
|
2024
Q2 | $3.38M | Sell |
7,662
-58
| -0.8% | -$25.6K | 2.07% | 9 |
|
|
2024
Q1 | $3.72M | Sell |
7,720
-133
| -2% | -$64K | 2.35% | 6 |
|
|
2023
Q4 | $3.35M | Buy |
7,853
+339
| +5% | +$145K | 2.34% | 6 |
|
|
2023
Q3 | $2.98M | Sell |
7,514
-80
| -1% | -$31.7K | 2.28% | 8 |
|
|
2023
Q2 | $2.99M | Buy |
+7,594
| New | +$2.99M | 2.24% | 8 |
|