Univest Financial’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.24M	Buy	9,316 +1,880	+25%	+$1.06M	0.31%	62
2025 Q1	$4.08M	Buy	7,436 +3,452	+87%	+$1.89M	0.27%	73
2024 Q4	$2.1M	Sell	3,984 -76	-2%	-$40K	0.13%	115
2024 Q3	$2.01M	Buy	+4,060	New	+$2.01M	0.13%	111