PFW Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
960
-12
| -1% | -$6.74K | 0.17% | 85 |
|
|
2025
Q1 | $533K | Hold |
972
| – | – | 0.17% | 86 |
|
|
2024
Q4 | $512K | Buy |
+972
| New | +$512K | 0.16% | 84 |
|
|
2024
Q2 | $428K | Sell |
971
-138
| -12% | -$60.9K | 0.14% | 88 |
|
|
2024
Q1 | $534K | Buy |
1,109
+7
| +0.6% | +$3.37K | 0.16% | 87 |
|
|
2023
Q4 | $470K | Sell |
1,102
-84
| -7% | -$35.8K | 0.15% | 89 |
|
|
2023
Q3 | $470K | Hold |
1,186
| – | – | 0.17% | 82 |
|
|
2023
Q2 | $468K | Buy |
+1,186
| New | +$468K | 0.16% | 83 |
|
|
2019
Q3 | $476K | Buy |
+964
| New | +$476K | 0.14% | 89 |
|