Safeguard Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $698K | Sell |
1,274
-107
| -8% | -$58.6K | 0.15% | 50 |
|
2024
Q4 | $727K | Buy |
1,381
+665
| +93% | +$350K | 0.16% | 51 |
|
2024
Q3 | $354K | Buy |
716
+96
| +15% | +$47.4K | 0.08% | 87 |
|
2024
Q2 | $274K | Buy |
620
+162
| +35% | +$71.5K | 0.08% | 86 |
|
2024
Q1 | $221K | Buy |
+458
| New | +$221K | 0.07% | 76 |
|
2023
Q3 | – | Sell |
-141
| Closed | -$55K | – | 345 |
|
2023
Q2 | $55K | Buy |
+141
| New | +$55K | 0.03% | 149 |
|