Truepoint Inc’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
433
-8
| -2% | -$4.5K | 0.01% | 127 |
|
|
2025
Q1 | $242K | Hold |
441
| – | – | 0.01% | 124 |
|
|
2024
Q4 | $232K | Buy |
+441
| New | +$232K | 0.01% | 122 |
|
|
2024
Q1 | – | Sell |
-1,357
| Closed | -$579K | – | 192 |
|
|
2023
Q4 | $579K | Sell |
1,357
-69
| -5% | -$29.4K | 0.02% | 119 |
|
|
2023
Q3 | $565K | Buy |
+1,426
| New | +$565K | 0.02% | 108 |
|
|
2022
Q3 | – | Sell |
-825
| Closed | -$260K | – | 164 |
|
|
2022
Q2 | $260K | Buy |
+825
| New | +$260K | 0.01% | 141 |
|