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 |
|