Sonora Investment Management Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $758K | Sell |
1,349
-3
| -0.2% | -$1.69K | 0.06% | 145 |
|
2025
Q1 | $741K | Sell |
1,352
-29
| -2% | -$15.9K | 0.06% | 138 |
|
2024
Q4 | $727K | Sell |
1,381
-226
| -14% | -$119K | 0.06% | 144 |
|
2024
Q3 | $793K | Sell |
1,607
-27
| -2% | -$13.3K | 0.06% | 144 |
|
2024
Q2 | $787K | Hold |
1,634
| – | – | 0.06% | 147 |
|
2024
Q1 | $787K | Sell |
1,634
-21
| -1% | -$10.1K | 0.06% | 147 |
|
2023
Q4 | $706K | Buy |
1,655
+132
| +9% | +$56.3K | 0.06% | 148 |
|
2023
Q3 | $603K | Buy |
1,523
+20
| +1% | +$7.92K | 0.05% | 152 |
|
2023
Q2 | $591K | Hold |
1,503
| – | – | 0.05% | 153 |
|
2023
Q1 | $546K | Sell |
1,503
-238
| -14% | -$86.5K | 0.05% | 153 |
|
2022
Q4 | $605K | Buy |
1,741
+122
| +8% | +$42.4K | 0.06% | 153 |
|
2022
Q3 | $511K | Hold |
1,619
| – | – | 0.07% | 128 |
|
2022
Q2 | $511K | Sell |
1,619
-31
| -2% | -$9.78K | 0.05% | 160 |
|
2022
Q1 | $590K | Buy |
1,650
+270
| +20% | +$96.5K | 0.07% | 129 |
|
2021
Q4 | $496K | Buy |
+1,380
| New | +$496K | 0.06% | 136 |
|