Paladin Advisory 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 | $1.51M | Hold |
2,679
| – | – | 1.15% | 30 |
|
2025
Q1 | $1.47M | Hold |
2,679
| – | – | 1.17% | 30 |
|
2024
Q4 | $1.41M | Hold |
2,679
| – | – | 1.08% | 32 |
|
2024
Q3 | $1.32M | Hold |
2,679
| – | – | 0.98% | 32 |
|
2024
Q2 | $1.17M | Hold |
2,679
| – | – | 0.91% | 35 |
|
2024
Q1 | $1.28M | Sell |
2,679
-159
| -6% | -$76.1K | 1.01% | 32 |
|
2023
Q4 | $1.21M | Sell |
2,838
-150
| -5% | -$64K | 1% | 33 |
|
2023
Q3 | $1.18M | Hold |
2,988
| – | – | 1% | 36 |
|
2023
Q2 | $1.18M | Hold |
2,988
| – | – | 0.94% | 36 |
|
2023
Q1 | $1.09M | Buy |
+2,988
| New | +$1.09M | 0.9% | 36 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 142 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 143 |
|
2022
Q2 | – | Sell |
-3,143
| Closed | -$1.14M | – | 144 |
|
2022
Q1 | $1.14M | Buy |
+3,143
| New | +$1.14M | 0.93% | 32 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 140 |
|