Ulland Investment 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 | $46K | Hold |
82
| – | – | 0.04% | 113 |
|
2025
Q1 | $45K | Hold |
82
| – | – | 0.04% | 116 |
|
2024
Q4 | $43K | Hold |
82
| – | – | 0.03% | 118 |
|
2024
Q3 | $40K | Hold |
82
| – | – | 0.03% | 113 |
|
2024
Q2 | $36K | Hold |
82
| – | – | 0.03% | 120 |
|
2024
Q1 | $39K | Hold |
82
| – | – | 0.03% | 119 |
|
2023
Q4 | $35K | Hold |
82
| – | – | 0.04% | 113 |
|
2023
Q3 | $32K | Hold |
82
| – | – | 0.04% | 117 |
|
2023
Q2 | $32K | Hold |
82
| – | – | 0.03% | 116 |
|
2023
Q1 | $30K | Hold |
82
| – | – | 0.04% | 111 |
|
2022
Q4 | $29K | Hold |
82
| – | – | 0.03% | 115 |
|
2022
Q3 | $23K | Sell |
82
-25
| -23% | -$7.01K | 0.03% | 125 |
|
2022
Q2 | $34K | Hold |
107
| – | – | 0.03% | 113 |
|
2022
Q1 | $38K | Buy |
107
+25
| +30% | +$8.88K | 0.03% | 115 |
|
2021
Q4 | $29K | Buy |
+82
| New | +$29K | 0.02% | 129 |
|