Nvest Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
1,505
+18
| +1% | +$10.1K | 0.44% | 54 |
|
|
2025
Q1 | $815K | Buy |
1,487
+55
| +4% | +$30.1K | 0.44% | 52 |
|
|
2024
Q4 | $754K | Buy |
1,432
+244
| +21% | +$128K | 0.38% | 65 |
|
|
2024
Q3 | $586K | Buy |
1,188
+219
| +23% | +$108K | 0.33% | 64 |
|
|
2024
Q2 | $427K | Buy |
969
+63
| +7% | +$27.8K | 0.26% | 66 |
|
|
2024
Q1 | $436K | Buy |
906
+87
| +11% | +$41.9K | 0.29% | 61 |
|
|
2023
Q4 | $349K | Buy |
819
+98
| +14% | +$41.8K | 0.27% | 58 |
|
|
2023
Q3 | $286K | Buy |
721
+12
| +2% | +$4.75K | 0.27% | 54 |
|
|
2023
Q2 | $279K | Buy |
+709
| New | +$279K | 0.24% | 55 |
|