Quantum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $882K | Hold |
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|
2025
Q2 | $871K | Hold |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $829K | Hold |
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|
2024
Q3 | $778K | Hold |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $759K | Buy |
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|
2023
Q4 | $653K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $569K | Hold |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $560K | Buy |
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