Gries Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
2,540
+380
| +18% | +$214K | 0.26% | 97 |
|
|
2025
Q1 | $1.18M | Sell |
2,160
-345
| -14% | -$189K | 0.23% | 105 |
|
|
2024
Q4 | $1.32M | Buy |
2,505
+33
| +1% | +$17.4K | 0.23% | 103 |
|
|
2024
Q3 | $1.22M | Buy |
2,472
+1,170
| +90% | +$578K | 0.23% | 105 |
|
|
2024
Q2 | $574K | Sell |
1,302
-2,337
| -64% | -$1.03M | 0.12% | 139 |
|
|
2024
Q1 | $1.75M | Buy |
+3,639
| New | +$1.75M | 0.29% | 93 |
|
|
2021
Q3 | – | Sell |
-585
| Closed | -$215K | – | 176 |
|
|
2021
Q2 | $215K | Sell |
585
-43
| -7% | -$15.8K | 0.07% | 160 |
|
|
2021
Q1 | $226K | Buy |
+628
| New | +$226K | 0.07% | 157 |
|