Morris Financial Concepts’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Hold |
1,339
| – | – | 0.3% | 51 |
|
|
2025
Q1 | $734K | Sell |
1,339
-54
| -4% | -$29.6K | 0.31% | 52 |
|
|
2024
Q4 | $734K | Hold |
1,393
| – | – | 0.31% | 46 |
|
|
2024
Q3 | $688K | Sell |
1,393
-89
| -6% | -$44K | 0.3% | 48 |
|
|
2024
Q2 | $654K | Hold |
1,482
| – | – | 0.31% | 47 |
|
|
2024
Q1 | $714K | Hold |
1,482
| – | – | 0.37% | 44 |
|
|
2023
Q4 | $632K | Buy |
+1,482
| New | +$632K | 0.36% | 41 |
|