Synergy Financial Group’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
2025
Q1
$1.92M Buy
2024
Q4
$1.83M Sell
2024
Q3
$1.82M Buy
2024
Q2
$1.58M Sell
2024
Q1
$1.82M Buy
2023
Q4
$1.61M Sell
2023
Q3
$1.56M Buy
2023
Q2
$1.55M Buy
2023
Q1
$1.08M Buy
2022
Q4
$1.03M Sell
2022
Q3
$924K Buy
2022
Q2
$983K Buy
2022
Q1
$1.11M Buy
2021
Q4
$891K Buy