Advisornet 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 | $2.69M | Sell |
4,786
-45
| -0.9% | -$25.3K | 0.17% | 118 |
|
2025
Q1 | $2.65M | Buy |
4,831
+164
| +4% | +$89.9K | 0.2% | 108 |
|
2024
Q4 | $2.46M | Sell |
4,667
-688
| -13% | -$362K | 0.21% | 107 |
|
2024
Q3 | $2.64M | Buy |
5,355
+707
| +15% | +$349K | 0.2% | 116 |
|
2024
Q2 | $2.05M | Buy |
4,648
+106
| +2% | +$46.8K | 0.19% | 125 |
|
2024
Q1 | $2.19M | Buy |
4,542
+41
| +0.9% | +$19.7K | 0.21% | 115 |
|
2023
Q4 | $1.92M | Buy |
4,501
+333
| +8% | +$142K | 0.18% | 132 |
|
2023
Q3 | $1.65M | Sell |
4,168
-13
| -0.3% | -$5.15K | 0.15% | 144 |
|
2023
Q2 | $1.64M | Buy |
4,181
+286
| +7% | +$112K | 0.14% | 154 |
|
2023
Q1 | $1.42M | Buy |
3,895
+88
| +2% | +$32K | 0.13% | 164 |
|
2022
Q4 | $1.32M | Buy |
3,807
+108
| +3% | +$37.6K | 0.13% | 169 |
|
2022
Q3 | $1.05M | Sell |
3,699
-112
| -3% | -$31.9K | 0.11% | 198 |
|
2022
Q2 | $1.2M | Sell |
3,811
-317
| -8% | -$100K | 0.12% | 183 |
|
2022
Q1 | $1.48M | Buy |
4,128
+503
| +14% | +$180K | 0.09% | 194 |
|
2021
Q4 | $1.3M | Buy |
3,625
+265
| +8% | +$95.3K | 0.08% | 218 |
|
2021
Q3 | $1.17M | Sell |
3,360
-1,579
| -32% | -$549K | 0.08% | 210 |
|
2021
Q2 | $1.8M | Buy |
4,939
+19
| +0.4% | +$6.94K | 0.12% | 165 |
|
2021
Q1 | $1.75M | Buy |
4,920
+481
| +11% | +$171K | 0.12% | 167 |
|
2020
Q4 | $1.58M | Buy |
4,439
+40
| +0.9% | +$14.3K | 0.13% | 157 |
|
2020
Q3 | $1.49M | Buy |
4,399
+206
| +5% | +$69.7K | 0.13% | 166 |
|
2020
Q2 | $1.24M | Buy |
4,193
+95
| +2% | +$28.1K | 0.1% | 183 |
|
2020
Q1 | $990K | Buy |
4,098
+79
| +2% | +$19.1K | 0.09% | 189 |
|
2019
Q4 | $1.2M | Sell |
4,019
-135
| -3% | -$40.3K | 0.1% | 187 |
|
2019
Q3 | $1.13M | Buy |
4,154
+308
| +8% | +$83.6K | 0.1% | 191 |
|
2019
Q2 | $1.02M | Buy |
3,846
+429
| +13% | +$113K | 0.11% | 189 |
|
2019
Q1 | $804K | Buy |
3,417
+1,876
| +122% | +$441K | 0.1% | 199 |
|
2018
Q4 | $291K | Sell |
1,541
-141
| -8% | -$26.6K | 0.04% | 343 |
|
2018
Q3 | $374K | Sell |
1,682
-366
| -18% | -$81.4K | 0.05% | 309 |
|
2018
Q2 | $403K | Buy |
2,048
+1,255
| +158% | +$247K | 0.05% | 270 |
|
2018
Q1 | $139K | Buy |
793
+100
| +14% | +$17.5K | 0.02% | 466 |
|
2017
Q4 | $105K | Buy |
+693
| New | +$105K | 0.02% | 470 |
|