Kestra Investment Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
5,348
+2,907
+119% +$1.62M 0.05% 134
2025
Q1
$1.34M Buy
2,441
+764
+46% +$419K 0.04% 134
2024
Q4
$883K Sell
1,677
-132
-7% -$69.5K 0.03% 156
2024
Q3
$893K Buy
+1,809
New +$893K 0.04% 134