Safeguard Investment Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
780
-153
| -16% | -$85.9K | 0.11% | 82 |
|
|
2025
Q1 | $512K | Buy |
933
+194
| +26% | +$106K | 0.14% | 67 |
|
|
2024
Q4 | $389K | Buy |
739
+101
| +16% | +$53.2K | 0.11% | 72 |
|
|
2024
Q3 | $315K | Buy |
+638
| New | +$315K | 0.09% | 80 |
|
|
2023
Q1 | – | Sell |
-596
| Closed | -$207K | – | 106 |
|
|
2022
Q4 | $207K | Buy |
+596
| New | +$207K | 0.13% | 90 |
|
|
2022
Q3 | – | Sell |
-588
| Closed | -$210K | – | 101 |
|
|
2022
Q2 | $210K | Hold |
588
| – | – | 0.13% | 86 |
|
|
2022
Q1 | $210K | Buy |
+588
| New | +$210K | 0.14% | 78 |
|
|
2021
Q2 | – | Sell |
-609
| Closed | -$217K | – | 86 |
|
|
2021
Q1 | $217K | Sell |
609
-22
| -3% | -$7.84K | 0.19% | 72 |
|
|
2020
Q4 | $225K | Buy |
+631
| New | +$225K | 0.2% | 71 |
|