Sage Financial Management 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
$226K Hold
403
0.08% 52
2025
Q1
$221K Hold
403
0.08% 51
2024
Q4
$212K Buy
+403
New +$212K 0.08% 51
2021
Q2
Sell
-268
Closed -$95K 80
2021
Q1
$95K Buy
+268
New +$95K 0.07% 43