Sax Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
4,508
+381
| +9% | +$214K | 0.15% | 84 |
|
|
2025
Q1 | $2.26M | Buy |
4,127
+2,263
| +121% | +$1.24M | 0.16% | 83 |
|
|
2024
Q4 | $982K | Buy |
1,864
+787
| +73% | +$414K | 0.08% | 125 |
|
|
2024
Q3 | $532K | Buy |
1,077
+40
| +4% | +$19.7K | 0.05% | 148 |
|
|
2024
Q2 | $457K | Buy |
+1,037
| New | +$457K | 0.04% | 154 |
|