Professional Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Buy |
3,703
+360
| +11% | +$180K | 0.33% | 56 |
|
|
2026
Q1 | $1.67M | Buy |
3,343
+267
| +9% | +$141K | 0.34% | 53 |
|
|
2025
Q4 | $1.76M | Buy |
3,076
+2,582
| +523% | +$1.44M | 0.36% | 48 |
|
|
2025
Q3 | $281K | Sell |
494
-2,432
| -83% | -$1.4M | 0.06% | 107 |
|
|
2025
Q2 | $1.64M | Buy |
2,926
+21
| +0.7% | +$11.6K | 0.38% | 44 |
|
|
2025
Q1 | $1.59M | Sell |
2,905
-61
| -2% | -$33.2K | 0.4% | 41 |
|
|
2024
Q4 | $1.56M | Buy |
2,966
+64
| +2% | +$33.1K | 0.4% | 42 |
|
|
2024
Q3 | $1.43M | Buy |
2,902
+53
| +2% | +$24.6K | 0.37% | 45 |
|
|
2024
Q2 | $1.26M | Buy |
2,849
+102
| +4% | +$46.5K | 0.35% | 47 |
|
|
2024
Q1 | $1.32M | Buy |
2,747
+98
| +4% | +$44.8K | 0.38% | 46 |
|
|
2023
Q4 | $1.13M | Buy |
2,649
+177
| +7% | +$71.1K | 0.37% | 46 |
|
|
2023
Q3 | $979K | Sell |
2,472
-29
| -1% | -$11.6K | 0.44% | 44 |
|
|
2023
Q2 | $983K | Buy |
+2,501
| New | +$938K | 0.51% | 36 |
|
|
2023
Q1 | – | Sell |
-2,181
| Closed | -$759K | – | 72 |
|
|
2022
Q4 | $759K | Buy |
2,181
+4
| +0.2% | +$1.32K | 0.51% | 41 |
|
|
2022
Q3 | $619K | Buy |
2,177
+2,102
| +2,803% | +$697K | 0.38% | 48 |
|
|
2022
Q2 | $24K | Sell |
75
-25
| -25% | -$8.61K | 0.01% | 213 |
|
|
2022
Q1 | $36K | Sell |
100
-17
| -15% | -$6.11K | 0.02% | 170 |
|
|
2021
Q4 | $42K | Sell |
117
-865
| -88% | -$299K | 0.02% | 186 |
|
|
2021
Q3 | $341K | Buy |
982
+882
| +882% | +$321K | 0.2% | 66 |
|
|
2021
Q2 | $37K | Sell |
100
-2,485
| -96% | -$924K | 0.02% | 164 |
|
|
2021
Q1 | $921K | Sell |
2,585
-743
| -22% | -$259K | 0.57% | 38 |
|
|
2020
Q4 | $1.19M | Buy |
3,328
+1,035
| +45% | +$344K | 0.94% | 27 |
|
|
2020
Q3 | $662K | Buy |
2,293
+32
| +1% | +$10.4K | 0.62% | 37 |
|
|
2020
Q2 | $669K | Buy |
2,261
+557
| +33% | +$157K | 0.88% | 32 |
|
|
2020
Q1 | $469K | Sell |
1,704
-64
| -4% | -$19K | 0.85% | 32 |
|
|
2019
Q4 | $528K | Buy |
+1,768
| New | +$498K | 0.5% | 49 |
|
Other funds holding MA
PAM
WT
SP
CRM
DC
CNB
