Kohmann Bosshard Financial Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
661
| – | – | 0.04% | 133 |
|
|
2025
Q1 | $362K | Sell |
661
-143
| -18% | -$78.4K | 0.04% | 142 |
|
|
2024
Q4 | $423K | Sell |
804
-410
| -34% | -$216K | 0.05% | 126 |
|
|
2024
Q3 | $599K | Hold |
1,214
| – | – | 0.07% | 105 |
|
|
2024
Q2 | $536K | Hold |
1,214
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $585K | Hold |
1,214
| – | – | 0.08% | 101 |
|
|
2023
Q4 | $518K | Hold |
1,214
| – | – | 0.08% | 104 |
|
|
2023
Q3 | $481K | Sell |
1,214
-36
| -3% | -$14.3K | 0.08% | 102 |
|
|
2023
Q2 | $492K | Hold |
1,250
| – | – | 0.08% | 100 |
|
|
2023
Q1 | $454K | Hold |
1,250
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $435K | Hold |
1,250
| – | – | 0.09% | 95 |
|
|
2022
Q3 | $355K | Sell |
1,250
-88
| -7% | -$25K | 0.08% | 94 |
|
|
2022
Q2 | $422K | Sell |
1,338
-162
| -11% | -$51.1K | 0.09% | 85 |
|
|
2022
Q1 | $536K | Buy |
+1,500
| New | +$536K | 0.11% | 72 |
|