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