Symphony 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
$541K Sell
963
-7
-0.7% -$3.93K 0.32% 41
2025
Q1
$532K Sell
970
-255
-21% -$140K 0.35% 38
2024
Q4
$645K Sell
1,225
-34
-3% -$17.9K 0.52% 33
2024
Q3
$622K Buy
1,259
+34
+3% +$16.8K 0.53% 35
2024
Q2
$547K Buy
+1,225
New +$547K 0.47% 41