Milestone Asset Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,351
| Closed | -$2.93M | – | 229 |
|
|
2025
Q1 | $2.93M | Buy |
5,351
+4,487
| +519% | +$2.46M | 0.62% | 38 |
|
|
2024
Q4 | $455K | Buy |
864
+95
| +12% | +$50K | 0.1% | 165 |
|
|
2024
Q3 | $380K | Buy |
769
+38
| +5% | +$18.8K | 0.09% | 160 |
|
|
2024
Q2 | $323K | Buy |
731
+78
| +12% | +$34.4K | 0.08% | 159 |
|
|
2024
Q1 | $314K | Buy |
+653
| New | +$314K | 0.09% | 137 |
|