Stone House Investment Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $132K | Sell |
235
-112
| -32% | -$62.9K | 0.02% | 95 |
|
2025
Q1 | $190K | Buy |
+347
| New | +$190K | 0.04% | 61 |
|
2024
Q4 | – | Sell |
-334
| Closed | -$165K | – | 222 |
|
2024
Q3 | $165K | Hold |
334
| – | – | 0.03% | 55 |
|
2024
Q2 | $147K | Sell |
334
-19
| -5% | -$8.38K | 0.04% | 60 |
|
2024
Q1 | $170K | Buy |
+353
| New | +$170K | 0.04% | 61 |
|