Miller 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
$863K Sell
1,535
-63
-4% -$35.4K 1.1% 25
2025
Q1
$876K Sell
1,598
-95
-6% -$52.1K 1.26% 25
2024
Q4
$892K Buy
+1,693
New +$892K 0.75% 34