Zuckerman Investment 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
$1.8M Buy
3,204
+368
+13% +$207K 0.17% 64
2025
Q1
$1.55M Sell
2,836
-47
-2% -$25.8K 0.17% 67
2024
Q4
$1.63M Buy
2,883
+274
+11% +$155K 0.16% 68
2024
Q3
$1.29M Buy
2,609
+59
+2% +$29.1K 0.13% 69
2024
Q2
$1.12M Buy
2,550
+19
+0.8% +$8.38K 0.13% 67
2024
Q1
$1.22M Buy
2,531
+100
+4% +$48.2K 0.14% 65
2023
Q4
$1.04M Sell
2,431
-50
-2% -$21.3K 0.13% 66
2023
Q3
$982K Buy
2,481
+123
+5% +$48.7K 0.14% 59
2023
Q2
$927K Buy
2,358
+587
+33% +$231K 0.13% 63
2023
Q1
$644K Buy
1,771
+4
+0.2% +$1.45K 0.1% 71
2022
Q4
$614K Buy
1,767
+251
+17% +$87.3K 0.1% 74
2022
Q3
$431K Buy
1,516
+226
+18% +$64.3K 0.08% 77
2022
Q2
$407K Buy
1,290
+119
+10% +$37.5K 0.07% 76
2022
Q1
$418K Buy
1,171
+110
+10% +$39.3K 0.07% 79
2021
Q4
$381K Buy
1,061
+165
+18% +$59.3K 0.06% 86
2021
Q3
$312K Buy
896
+39
+5% +$13.6K 0.05% 92
2021
Q2
$313K Buy
857
+205
+31% +$74.9K 0.05% 96
2021
Q1
$232K Buy
+652
New +$232K 0.04% 100