Klein Pavlis & Peasley 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 | $306K | Hold |
544
| – | – | 0.2% | 63 |
|
|
2025
Q1 | $298K | Hold |
544
| – | – | 0.21% | 67 |
|
|
2024
Q4 | $286K | Sell |
544
-48
| -8% | -$25.3K | 0.23% | 69 |
|
|
2024
Q3 | $292K | Hold |
592
| – | – | 0.23% | 70 |
|
|
2024
Q2 | $261K | Hold |
592
| – | – | 0.23% | 68 |
|
|
2024
Q1 | $285K | Hold |
592
| – | – | 0.26% | 66 |
|
|
2023
Q4 | $252K | Buy |
+592
| New | +$252K | 0.24% | 67 |
|