Tobias Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
960
+509
| +113% | +$286K | 0.09% | 83 |
|
|
2025
Q1 | $247K | Buy |
451
+17
| +4% | +$9.32K | 0.05% | 97 |
|
|
2024
Q4 | $229K | Buy |
434
+28
| +7% | +$14.7K | 0.05% | 102 |
|
|
2024
Q3 | $200K | Buy |
+406
| New | +$200K | 0.04% | 103 |
|
|
2021
Q1 | – | Sell |
-610
| Closed | -$218K | – | 69 |
|
|
2020
Q4 | $218K | Buy |
+610
| New | +$218K | 0.1% | 57 |
|
|
2020
Q1 | – | Sell |
-330
| Closed | -$98K | – | 179 |
|
|
2019
Q4 | $98K | Buy |
+330
| New | +$98K | 0.06% | 68 |
|