SS&H Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
3,104
-25
| -0.8% | -$14K | 0.58% | 45 |
|
|
2025
Q1 | $1.72M | Hold |
3,129
| – | – | 0.64% | 42 |
|
|
2024
Q4 | $1.65M | Buy |
3,129
+54
| +2% | +$28.4K | 0.6% | 44 |
|
|
2024
Q3 | $1.52M | Buy |
3,075
+121
| +4% | +$59.7K | 0.55% | 47 |
|
|
2024
Q2 | $1.3M | Buy |
2,954
+1,164
| +65% | +$513K | 0.51% | 50 |
|
|
2024
Q1 | $862K | Hold |
1,790
| – | – | 0.36% | 65 |
|
|
2023
Q4 | $763K | Hold |
1,790
| – | – | 0.32% | 71 |
|
|
2023
Q3 | $709K | Buy |
+1,790
| New | +$709K | 0.33% | 67 |
|
|
2023
Q1 | $649K | Hold |
1,785
| – | – | 0.3% | 74 |
|
|
2022
Q4 | $621K | Sell |
1,785
-25
| -1% | -$8.69K | 0.3% | 76 |
|
|
2022
Q3 | $515K | Hold |
1,810
| – | – | 0.27% | 77 |
|
|
2022
Q2 | $571K | Sell |
1,810
-56
| -3% | -$17.7K | 0.26% | 80 |
|
|
2022
Q1 | $667K | Buy |
+1,866
| New | +$667K | 0.26% | 81 |
|