Secure Asset Management’s Mastercard MA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
781
-1
-0.1% -$562 0.08% 199
2025
Q1
$429K Buy
782
+12
+2% +$6.58K 0.09% 187
2024
Q4
$405K Buy
770
+297
+63% +$156K 0.06% 219
2024
Q3
$233K Buy
+473
New +$233K 0.04% 271
2020
Q4
Sell
-1,766
Closed -$597K 160
2020
Q3
$597K Buy
+1,766
New +$597K 0.41% 55