Moody Aldrich Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-399
| Closed | -$210K | – | 198 |
|
|
2024
Q4 | $210K | Sell |
399
-72
| -15% | -$37.9K | 0.04% | 194 |
|
|
2024
Q3 | $233K | Sell |
471
-277
| -37% | -$137K | 0.04% | 181 |
|
|
2024
Q2 | $330K | Buy |
748
+3
| +0.4% | +$1.32K | 0.06% | 156 |
|
|
2024
Q1 | $359K | Buy |
745
+215
| +41% | +$104K | 0.06% | 163 |
|
|
2023
Q4 | $226K | Hold |
530
| – | – | 0.04% | 183 |
|
|
2023
Q3 | $210K | Buy |
+530
| New | +$210K | 0.04% | 190 |
|