Root Financial Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
1,924
+697
| +57% | +$392K | 0.1% | 70 |
|
|
2025
Q1 | $673K | Buy |
1,227
+100
| +9% | +$54.8K | 0.07% | 90 |
|
|
2024
Q4 | $594K | Buy |
1,127
+314
| +39% | +$165K | 0.07% | 102 |
|
|
2024
Q3 | $402K | Buy |
813
+191
| +31% | +$94.3K | 0.06% | 105 |
|
|
2024
Q2 | $274K | Buy |
+622
| New | +$274K | 0.06% | 98 |
|