N.E.W. Advisory 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 | $316K | Hold |
563
| – | – | 0.03% | 145 |
|
|
2025
Q1 | $309K | Hold |
563
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $296K | Sell |
563
-9
| -2% | -$4.74K | 0.03% | 153 |
|
|
2024
Q3 | $282K | Hold |
572
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $252K | Buy |
572
+25
| +5% | +$11K | 0.03% | 150 |
|
|
2024
Q1 | $263K | Hold |
547
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $233K | Sell |
547
-53
| -9% | -$22.6K | 0.03% | 148 |
|
|
2023
Q3 | $238K | Buy |
+600
| New | +$238K | 0.03% | 136 |
|