Stiles Financial Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
2,107
+3
| +0.1% | +$1.69K | 0.41% | 74 |
|
|
2025
Q1 | $1.15M | Sell |
2,104
-176
| -8% | -$96.5K | 0.44% | 72 |
|
|
2024
Q4 | $1.2M | Sell |
2,280
-252
| -10% | -$133K | 0.43% | 70 |
|
|
2024
Q3 | $1.25M | Sell |
2,532
-56
| -2% | -$27.7K | 0.44% | 72 |
|
|
2024
Q2 | $1.14M | Sell |
2,588
-78
| -3% | -$34.4K | 0.44% | 68 |
|
|
2024
Q1 | $1.28M | Sell |
2,666
-13
| -0.5% | -$6.26K | 0.51% | 64 |
|
|
2023
Q4 | $1.14M | Sell |
2,679
-48
| -2% | -$20.5K | 0.52% | 64 |
|
|
2023
Q3 | $1.08M | Buy |
2,727
+18
| +0.7% | +$7.13K | 0.56% | 59 |
|
|
2023
Q2 | $1.07M | Buy |
2,709
+83
| +3% | +$32.6K | 0.53% | 61 |
|
|
2023
Q1 | $954K | Buy |
2,626
+102
| +4% | +$37.1K | 0.51% | 62 |
|
|
2022
Q4 | $878K | Sell |
2,524
-32
| -1% | -$11.1K | 0.5% | 57 |
|
|
2022
Q3 | $727K | Sell |
2,556
-175
| -6% | -$49.8K | 0.44% | 65 |
|
|
2022
Q2 | $862K | Sell |
2,731
-38
| -1% | -$12K | 0.52% | 61 |
|
|
2022
Q1 | $990K | Buy |
2,769
+15
| +0.5% | +$5.36K | 0.5% | 60 |
|
|
2021
Q4 | $990K | Buy |
+2,754
| New | +$990K | 0.48% | 62 |
|