SC&H Financial Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Hold
2025
Q1
$1.56M Hold
2024
Q4
$1.5M Hold
2024
Q3
$1.41M Sell
2024
Q2
$1.3M Sell
2024
Q1
$1.44M Sell
2023
Q4
$1.33M Hold
2023
Q3
$1.23M Hold
2023
Q2
$1.22M Buy
2023
Q1
$1.04M Buy
2022
Q4
$880K Sell
2022
Q3
$768K Sell
2022
Q2
$959K Buy
2022
Q1
$951K Sell
2021
Q4
$960K Buy