Values Added 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 | $923K | Buy |
1,642
+370
| +29% | +$208K | 0.45% | 45 |
|
|
2025
Q1 | $697K | Buy |
1,272
+52
| +4% | +$28.5K | 0.39% | 51 |
|
|
2024
Q4 | $642K | Buy |
1,220
+3
| +0.2% | +$1.58K | 0.37% | 51 |
|
|
2024
Q3 | $601K | Buy |
1,217
+18
| +2% | +$8.89K | 0.38% | 47 |
|
|
2024
Q2 | $529K | Sell |
1,199
-42
| -3% | -$18.5K | 0.38% | 51 |
|
|
2024
Q1 | $598K | Buy |
1,241
+62
| +5% | +$29.9K | 0.47% | 41 |
|
|
2023
Q4 | $503K | Sell |
1,179
-160
| -12% | -$68.2K | 0.41% | 45 |
|
|
2023
Q3 | $530K | Buy |
1,339
+146
| +12% | +$57.8K | 0.48% | 41 |
|
|
2023
Q2 | $469K | Buy |
+1,193
| New | +$469K | 0.44% | 48 |
|