Syverson Strege & Co’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
1,953
+1,487
| +319% | +$835K | 0.26% | 45 |
|
|
2025
Q1 | $256K | Buy |
466
+54
| +13% | +$29.6K | 0.08% | 65 |
|
|
2024
Q4 | $217K | Buy |
+412
| New | +$217K | 0.07% | 72 |
|
|
2024
Q3 | – | Sell |
-488
| Closed | -$215K | – | 74 |
|
|
2024
Q2 | $215K | Buy |
+488
| New | +$215K | 0.07% | 74 |
|
|
2023
Q2 | – | Sell |
-190
| Closed | -$69.1K | – | 389 |
|
|
2023
Q1 | $69.1K | Buy |
190
+70
| +58% | +$25.5K | 0.03% | 108 |
|
|
2022
Q4 | $41.7K | Hold |
120
| – | – | 0.02% | 134 |
|
|
2022
Q3 | $34K | Sell |
120
-60
| -33% | -$17K | 0.02% | 138 |
|
|
2022
Q2 | $57K | Buy |
180
+61
| +51% | +$19.3K | 0.02% | 121 |
|
|
2022
Q1 | $43K | Hold |
119
| – | – | 0.05% | 134 |
|
|
2021
Q4 | $43K | Hold |
119
| – | – | 0.03% | 143 |
|
|
2021
Q3 | $41K | Hold |
119
| – | – | 0.03% | 150 |
|
|
2021
Q2 | $43K | Hold |
119
| – | – | 0.04% | 137 |
|
|
2021
Q1 | $42K | Hold |
119
| – | – | 0.04% | 130 |
|
|
2020
Q4 | $42K | Buy |
+119
| New | +$42K | 0.04% | 120 |
|