OMC Financial 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
$20M Sell
35,574
-962
-3% -$541K 8.17% 3
2025
Q1
$20M Sell
36,536
-949
-3% -$520K 8.99% 3
2024
Q4
$19.7M Buy
37,485
+24
+0.1% +$12.6K 8.39% 3
2024
Q3
$16.5M Hold
37,461
7.81% 3
2024
Q2
$16.5M Buy
37,461
+386
+1% +$170K 7.78% 3
2024
Q1
$17.9M Buy
+37,075
New +$17.9M 9.07% 3