Private Client 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 | $510K | Buy |
908
+41
| +5% | +$23K | 0.2% | 108 |
|
|
2025
Q1 | $475K | Buy |
867
+35
| +4% | +$19.2K | 0.24% | 89 |
|
|
2024
Q4 | $438K | Buy |
832
+52
| +7% | +$27.4K | 0.24% | 92 |
|
|
2024
Q3 | $385K | Buy |
780
+5
| +0.6% | +$2.47K | 0.21% | 97 |
|
|
2024
Q2 | $342K | Buy |
775
+23
| +3% | +$10.1K | 0.21% | 88 |
|
|
2024
Q1 | $362K | Buy |
752
+17
| +2% | +$8.19K | 0.24% | 86 |
|
|
2023
Q4 | $314K | Buy |
+735
| New | +$314K | 0.26% | 97 |
|