Shepherd Financial Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
3,805
+28
| +0.7% | +$15.7K | 0.23% | 77 |
|
|
2025
Q1 | $2.07M | Buy |
3,777
+189
| +5% | +$104K | 0.24% | 73 |
|
|
2024
Q4 | $1.89M | Buy |
3,588
+23
| +0.6% | +$12.1K | 0.23% | 70 |
|
|
2024
Q3 | $1.76M | Buy |
3,565
+61
| +2% | +$30.1K | 0.21% | 72 |
|
|
2024
Q2 | $1.55M | Buy |
3,504
+21
| +0.6% | +$9.26K | 0.2% | 74 |
|
|
2024
Q1 | $1.68M | Sell |
3,483
-76
| -2% | -$36.6K | 0.22% | 69 |
|
|
2023
Q4 | $1.52M | Buy |
3,559
+86
| +2% | +$36.7K | 0.22% | 73 |
|
|
2023
Q3 | $1.37M | Buy |
+3,473
| New | +$1.37M | 0.22% | 73 |
|