ROI 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 | $5.88M | Sell |
10,468
-97
| -0.9% | -$54.5K | 3.74% | 11 |
|
|
2025
Q1 | $5.79M | Sell |
10,565
-135
| -1% | -$74K | 4.21% | 8 |
|
|
2024
Q4 | $5.63M | Buy |
10,700
+49
| +0.5% | +$25.8K | 3.84% | 10 |
|
|
2024
Q3 | $5.26M | Buy |
10,651
+536
| +5% | +$265K | 3.63% | 10 |
|
|
2024
Q2 | $4.47M | Buy |
10,115
+87
| +0.9% | +$38.4K | 3.24% | 11 |
|
|
2024
Q1 | $4.83M | Sell |
10,028
-139
| -1% | -$66.9K | 3.8% | 10 |
|
|
2023
Q4 | $4.34M | Buy |
+10,167
| New | +$4.34M | 3.59% | 11 |
|