GIM
Generate Investment Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Buy |
+16,177
| New | +$9.09M | 0.5% | 56 |
|
|
2025
Q1 | – | Sell |
-20,188
| Closed | -$10.6M | – | 86 |
|
|
2024
Q4 | $10.6M | Buy |
20,188
+7,393
| +58% | +$3.89M | 0.74% | 52 |
|
|
2024
Q3 | $6.32M | Buy |
+12,795
| New | +$6.32M | 0.42% | 65 |
|
|
2024
Q2 | – | Sell |
-26,716
| Closed | -$12.9M | – | 84 |
|
|
2024
Q1 | $12.9M | Sell |
26,716
-3,245
| -11% | -$1.56M | 0.93% | 32 |
|
|
2023
Q4 | $12.8M | Buy |
+29,961
| New | +$12.8M | 1.1% | 35 |
|