Lockerman Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
872
-22
| -2% | -$12.4K | 0.66% | 41 |
|
|
2025
Q1 | $490K | Buy |
894
+17
| +2% | +$9.32K | 0.74% | 35 |
|
|
2024
Q4 | $462K | Sell |
877
-1
| -0.1% | -$527 | 0.79% | 36 |
|
|
2024
Q3 | $434K | Buy |
878
+41
| +5% | +$20.2K | 0.73% | 40 |
|
|
2024
Q2 | $369K | Sell |
837
-2
| -0.2% | -$882 | 0.67% | 47 |
|
|
2024
Q1 | $404K | Sell |
839
-4
| -0.5% | -$1.93K | 0.77% | 41 |
|
|
2023
Q4 | $360K | Buy |
843
+12
| +1% | +$5.12K | 0.83% | 38 |
|
|
2023
Q3 | $329K | Buy |
831
+24
| +3% | +$9.5K | 0.89% | 38 |
|
|
2023
Q2 | $317K | Sell |
807
-8
| -1% | -$3.15K | 0.88% | 36 |
|
|
2023
Q1 | $296K | Hold |
815
| – | – | 0.82% | 40 |
|
|
2022
Q4 | $283K | Buy |
+815
| New | +$283K | 0.83% | 43 |
|