Trifecta Capital 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 | $43.3K | Hold |
77
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $42.2K | Hold |
77
| – | – | 0.01% | 150 |
|
|
2024
Q4 | $40.5K | Sell |
77
-13
| -14% | -$6.85K | 0.01% | 152 |
|
|
2024
Q3 | $44.4K | Sell |
90
-30
| -25% | -$14.8K | 0.01% | 147 |
|
|
2024
Q2 | $52.9K | Hold |
120
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $57.8K | Sell |
120
-3,886
| -97% | -$1.87M | 0.01% | 134 |
|
|
2023
Q4 | $1.71M | Buy |
4,006
+43
| +1% | +$18.3K | 0.47% | 49 |
|
|
2023
Q3 | $1.57M | Sell |
3,963
-5
| -0.1% | -$1.98K | 0.5% | 49 |
|
|
2023
Q2 | $1.56M | Buy |
3,968
+30
| +0.8% | +$11.8K | 0.5% | 48 |
|
|
2023
Q1 | $1.43M | Sell |
3,938
-5
| -0.1% | -$1.82K | 0.5% | 50 |
|
|
2022
Q4 | $1.37M | Buy |
+3,943
| New | +$1.37M | 0.55% | 48 |
|