Quantum Financial 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 | $871K | Hold |
1,550
| – | – | 0.12% | 73 |
|
|
2025
Q1 | $850K | Sell |
1,550
-25
| -2% | -$13.7K | 0.13% | 74 |
|
|
2024
Q4 | $829K | Hold |
1,575
| – | – | 0.13% | 69 |
|
|
2024
Q3 | $778K | Hold |
1,575
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $695K | Hold |
1,575
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $759K | Buy |
1,575
+45
| +3% | +$21.7K | 0.14% | 68 |
|
|
2023
Q4 | $653K | Sell |
1,530
-4
| -0.3% | -$1.71K | 0.16% | 41 |
|
|
2023
Q3 | $607K | Sell |
1,534
-31
| -2% | -$12.3K | 0.18% | 44 |
|
|
2023
Q2 | $616K | Hold |
1,565
| – | – | 0.18% | 37 |
|
|
2023
Q1 | $569K | Hold |
1,565
| – | – | 0.18% | 37 |
|
|
2022
Q4 | $544K | Buy |
1,565
+15
| +1% | +$5.22K | 0.25% | 31 |
|
|
2022
Q3 | $441K | Sell |
1,550
-34
| -2% | -$9.67K | 0.2% | 37 |
|
|
2022
Q2 | $560K | Buy |
+1,584
| New | +$560K | 0.21% | 33 |
|