Synergy Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
3,461
-39
| -1% | -$21.9K | 1.43% | 18 |
|
|
2025
Q1 | $1.92M | Buy |
3,500
+27
| +0.8% | +$14.8K | 1.72% | 15 |
|
|
2024
Q4 | $1.83M | Sell |
3,473
-210
| -6% | -$111K | 1.52% | 18 |
|
|
2024
Q3 | $1.82M | Buy |
3,683
+106
| +3% | +$52.4K | 1.73% | 14 |
|
|
2024
Q2 | $1.58M | Sell |
3,577
-212
| -6% | -$93.5K | 1.65% | 13 |
|
|
2024
Q1 | $1.82M | Buy |
3,789
+4
| +0.1% | +$1.93K | 2.06% | 13 |
|
|
2023
Q4 | $1.61M | Sell |
3,785
-153
| -4% | -$65.3K | 1.98% | 13 |
|
|
2023
Q3 | $1.56M | Buy |
3,938
+2
| +0.1% | +$792 | 2.18% | 13 |
|
|
2023
Q2 | $1.55M | Buy |
3,936
+973
| +33% | +$383K | 2.09% | 14 |
|
|
2023
Q1 | $1.08M | Buy |
2,963
+2
| +0.1% | +$727 | 1.75% | 15 |
|
|
2022
Q4 | $1.03M | Sell |
2,961
-288
| -9% | -$100K | 2.03% | 14 |
|
|
2022
Q3 | $924K | Buy |
3,249
+132
| +4% | +$37.5K | 1.38% | 20 |
|
|
2022
Q2 | $983K | Buy |
3,117
+23
| +0.7% | +$7.25K | 1.54% | 17 |
|
|
2022
Q1 | $1.11M | Buy |
3,094
+614
| +25% | +$219K | 1.16% | 24 |
|
|
2021
Q4 | $891K | Buy |
+2,480
| New | +$891K | 0.8% | 35 |
|