United Advisor Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
1,133
+433
| +62% | +$243K | 0.11% | 185 |
|
|
2025
Q1 | $384K | Sell |
700
-188
| -21% | -$103K | 0.08% | 231 |
|
|
2024
Q4 | $468K | Buy |
888
+34
| +4% | +$17.9K | 0.09% | 206 |
|
|
2024
Q3 | $422K | Buy |
854
+348
| +69% | +$172K | 0.1% | 214 |
|
|
2024
Q2 | $223K | Buy |
+506
| New | +$223K | 0.07% | 243 |
|