Gallagher Fiduciary 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 | $773K | Sell |
1,376
-7
| -0.5% | -$3.93K | 0.03% | 112 |
|
|
2025
Q1 | $758K | Sell |
1,383
-28
| -2% | -$15.3K | 0.02% | 117 |
|
|
2024
Q4 | $743K | Buy |
1,411
+196
| +16% | +$103K | 0.15% | 99 |
|
|
2024
Q3 | $600K | Sell |
1,215
-13
| -1% | -$6.42K | 0.12% | 100 |
|
|
2024
Q2 | $542K | Buy |
1,228
+7
| +0.6% | +$3.09K | 0.12% | 98 |
|
|
2024
Q1 | $588K | Sell |
1,221
-25
| -2% | -$12K | 0.02% | 100 |
|
|
2023
Q4 | $531K | Buy |
1,246
+444
| +55% | +$189K | 0.02% | 98 |
|
|
2023
Q3 | $318K | Sell |
802
-732
| -48% | -$290K | 0.03% | 121 |
|
|
2023
Q2 | $604K | Sell |
1,534
-485
| -24% | -$191K | 0.05% | 112 |
|
|
2023
Q1 | $734K | Buy |
+2,019
| New | +$734K | 0.06% | 96 |
|