Kozak & Associates’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.8K | Buy |
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|
2025
Q2 | $61.2K | Sell |
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|
2025
Q1 | $57.5K | Buy |
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|
2024
Q4 | $37.1K | Hold |
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|
2024
Q3 | $36.5K | Buy |
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|
2024
Q2 | $28.6K | Hold |
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|
2024
Q1 | $29.3K | Hold |
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|
2023
Q4 | $27.3K | Hold |
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|
2023
Q3 | $25.3K | Buy |
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|
2023
Q2 | $20.3K | Hold |
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|
2023
Q1 | $18.7K | Hold |
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|
2022
Q4 | $18K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $14K | Buy |
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