SS&H Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.72M | Hold |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $862K | Hold |
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|
2023
Q4 | $763K | Hold |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q1 | $649K | Hold |
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|
2022
Q4 | $621K | Sell |
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|
2022
Q3 | $515K | Hold |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $667K | Buy |
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