Symphony Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
16,361
+13,422
| +457% | +$4.31M | 0.69% | 43 |
|
|
2025
Q1 | $1.5M | Sell |
2,939
-5,269
| -64% | -$2.69M | 0.89% | 31 |
|
|
2024
Q4 | $4.34M | Buy |
8,208
+153
| +2% | +$80.8K | 0.68% | 42 |
|
|
2024
Q3 | $3.98M | Buy |
8,055
+798
| +11% | +$394K | 0.66% | 42 |
|
|
2024
Q2 | $3.21M | Buy |
7,257
+2,986
| +70% | +$1.32M | 0.59% | 44 |
|
|
2024
Q1 | $2.06M | Sell |
4,271
-1,825
| -30% | -$879K | 0.48% | 53 |
|
|
2023
Q4 | $2.6M | Buy |
6,096
+3,864
| +173% | +$1.65M | 0.56% | 48 |
|
|
2023
Q3 | $882K | Sell |
2,232
-48
| -2% | -$19K | 0.22% | 80 |
|
|
2023
Q2 | $884K | Buy |
2,280
+879
| +63% | +$341K | 0.22% | 90 |
|
|
2023
Q1 | $504K | Buy |
1,401
+102
| +8% | +$36.7K | 0.13% | 133 |
|
|
2022
Q4 | $461K | Sell |
1,299
-23
| -2% | -$8.17K | 0.12% | 145 |
|
|
2022
Q3 | $379K | Sell |
1,322
-20
| -1% | -$5.73K | 0.12% | 152 |
|
|
2022
Q2 | $433K | Sell |
1,342
-105
| -7% | -$33.9K | 0.13% | 141 |
|
|
2022
Q1 | $506K | Buy |
1,447
+287
| +25% | +$100K | 0.12% | 125 |
|
|
2021
Q4 | $430K | Buy |
1,160
+381
| +49% | +$141K | 0.12% | 119 |
|
|
2021
Q3 | $275K | Sell |
779
-729
| -48% | -$257K | 0.1% | 145 |
|
|
2021
Q2 | $552K | Sell |
1,508
-1,472
| -49% | -$539K | 0.19% | 92 |
|
|
2021
Q1 | $1.06M | Sell |
2,980
-6,442
| -68% | -$2.28M | 0.28% | 59 |
|
|
2020
Q4 | $3.31M | Buy |
9,422
+560
| +6% | +$197K | 1.19% | 18 |
|
|
2020
Q3 | $3M | Buy |
8,862
+708
| +9% | +$239K | 1.22% | 18 |
|
|
2020
Q2 | $2.41M | Buy |
8,154
+2,322
| +40% | +$687K | 1.17% | 20 |
|
|
2020
Q1 | $1.48M | Buy |
+5,832
| New | +$1.48M | 1.02% | 26 |
|