Kelleher Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-373
| Closed | -$204K | – | 143 |
|
|
2025
Q1 | $204K | Buy |
+373
| New | +$204K | 0.08% | 121 |
|
|
2022
Q3 | – | Sell |
-5,047
| Closed | -$1.59M | – | 135 |
|
|
2022
Q2 | $1.59M | Buy |
+5,047
| New | +$1.59M | 0.72% | 25 |
|
|
2021
Q4 | – | Sell |
-4,349
| Closed | -$1.51M | – | 137 |
|
|
2021
Q3 | $1.51M | Buy |
+4,349
| New | +$1.51M | 0.67% | 33 |
|