Gratus Capital’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.72M | Buy |
3,908
+314
| +9% | +$139K | 0.07% | 146 |
|
2024
Q1 | $1.73M | Buy |
3,594
+3,025
| +532% | +$1.46M | 0.08% | 140 |
|
2023
Q4 | $243K | Sell |
569
-232
| -29% | -$99K | 0.01% | 233 |
|
2023
Q3 | $317K | Buy |
+801
| New | +$317K | 0.02% | 198 |
|
2023
Q2 | – | Sell |
-957
| Closed | -$348K | – | 238 |
|
2023
Q1 | $348K | Buy |
+957
| New | +$348K | 0.03% | 169 |
|