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