Investment Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
609
-101
| -14% | -$56.7K | 0.1% | 127 |
|
|
2025
Q1 | $389K | Hold |
710
| – | – | 0.13% | 110 |
|
|
2024
Q4 | $374K | Buy |
710
+15
| +2% | +$7.9K | 0.13% | 109 |
|
|
2024
Q3 | $343K | Buy |
695
+30
| +5% | +$14.8K | 0.12% | 118 |
|
|
2024
Q2 | $293K | Buy |
665
+115
| +21% | +$50.8K | 0.11% | 123 |
|
|
2024
Q1 | $265K | Buy |
550
+17
| +3% | +$8.19K | 0.11% | 129 |
|
|
2023
Q4 | $227K | Hold |
533
| – | – | 0.1% | 133 |
|
|
2023
Q3 | $211K | Buy |
533
+20
| +4% | +$7.92K | 0.11% | 132 |
|
|
2023
Q2 | $202K | Buy |
+513
| New | +$202K | 0.1% | 140 |
|