M3 Advisory 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
$231K Sell
412
-37
-8% -$20.8K 0.16% 121
2025
Q1
$246K Sell
449
-32
-7% -$17.5K 0.19% 110
2024
Q4
$253K Buy
481
+18
+4% +$9.48K 0.18% 116
2024
Q3
$229K Buy
+463
New +$229K 0.17% 130