Resonant Capital 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
$3.75M Sell
2025
Q2
$3.87M Buy
2025
Q1
$3.47M Buy
2024
Q4
$3.13M Buy
2024
Q3
$2.76M Buy
2024
Q2
$2.28M Buy
2024
Q1
$2.32M Buy
2023
Q4
$1.92M Buy
2023
Q3
$1.09M Buy
2023
Q2
$630K Buy
2023
Q1
$379K Buy
2022
Q4
$311K Buy
2022
Q3
Sell
2022
Q2
$204K Buy