Nadler Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
1,237
-80
| -6% | -$45K | 0.07% | 60 |
|
|
2025
Q1 | $722K | Buy |
1,317
+76
| +6% | +$41.7K | 0.08% | 56 |
|
|
2024
Q4 | $654K | Buy |
1,241
+584
| +89% | +$308K | 0.07% | 61 |
|
|
2024
Q3 | $324K | Hold |
657
| – | – | 0.04% | 86 |
|
|
2024
Q2 | $290K | Hold |
657
| – | – | 0.03% | 86 |
|
|
2024
Q1 | $316K | Hold |
657
| – | – | 0.04% | 82 |
|
|
2023
Q4 | $280K | Hold |
657
| – | – | 0.04% | 83 |
|
|
2023
Q3 | $260K | Hold |
657
| – | – | 0.04% | 86 |
|
|
2023
Q2 | $258K | Hold |
657
| – | – | 0.04% | 91 |
|
|
2023
Q1 | $239K | Buy |
657
+43
| +7% | +$15.6K | 0.04% | 97 |
|
|
2022
Q4 | $214K | Buy |
+614
| New | +$214K | 0.04% | 102 |
|
|
2022
Q2 | – | Sell |
-580
| Closed | -$207K | – | 113 |
|
|
2022
Q1 | $207K | Buy |
580
+4
| +0.7% | +$1.43K | 0.03% | 115 |
|
|
2021
Q4 | $207K | Buy |
+576
| New | +$207K | 0.03% | 127 |
|
|
2021
Q2 | – | Sell |
-566
| Closed | -$202K | – | 132 |
|
|
2021
Q1 | $202K | Buy |
+566
| New | +$202K | 0.04% | 125 |
|