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 |
|