Okabena Investment Services’s Mastercard MA Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $3.44M | Sell | 
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| 
        
          
      
        2025
         Q1  | $4.81M | Buy | 
         | 
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| 
        
          
      
        2024
         Q4  | $2.3M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $2.16M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $1.93M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $4.89M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $4.78M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $2.86M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $837K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $736K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $1.44M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $1.23M | Sell | 
         | 
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| 
        
          
      
        2022
         Q2  | $4.2M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $4.17M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $1.5M | Buy | 
         | 
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| 
        
          
      
        2020
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $1.81M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $2.15M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $1.44M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $1.22M | Buy | 
         |