Holistic Financial Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $66K | Hold |
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|
2017
Q4 | $57K | Buy |
|