Patrick M. Sweeney & Associates’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $642K | Sell |
1,128
-14
| -1% | -$7.97K | 0.44% | 57 |
|
2025
Q1 | $626K | Hold |
1,142
| – | – | 0.47% | 53 |
|
2024
Q4 | $601K | Buy |
1,142
+12
| +1% | +$6.32K | 0.45% | 58 |
|
2024
Q3 | $558K | Buy |
1,130
+37
| +3% | +$18.3K | 0.41% | 65 |
|
2024
Q2 | $482K | Buy |
1,093
+6
| +0.6% | +$2.65K | 0.39% | 67 |
|
2024
Q1 | $524K | Buy |
1,087
+30
| +3% | +$14.5K | 0.43% | 63 |
|
2023
Q4 | $451K | Buy |
+1,057
| New | +$451K | 0.41% | 66 |
|