AFA
American Financial Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
366
| – | – | 0.03% | 154 |
|
|
2025
Q1 | $201K | Sell |
366
-29
| -7% | -$15.9K | 0.03% | 145 |
|
|
2024
Q4 | $208K | Buy |
+395
| New | +$208K | 0.03% | 144 |
|
|
2024
Q3 | – | Sell |
-1,032
| Closed | -$455K | – | 148 |
|
|
2024
Q2 | $455K | Hold |
1,032
| – | – | 0.06% | 85 |
|
|
2024
Q1 | $497K | Hold |
1,032
| – | – | 0.07% | 84 |
|
|
2023
Q4 | $440K | Sell |
1,032
-1
| -0.1% | -$426 | 0.07% | 86 |
|
|
2023
Q3 | $409K | Buy |
1,033
+1
| +0.1% | +$396 | 0.06% | 88 |
|
|
2023
Q2 | $406K | Hold |
1,032
| – | – | 0.06% | 89 |
|
|
2023
Q1 | $375K | Hold |
1,032
| – | – | 0.06% | 94 |
|
|
2022
Q4 | $359K | Hold |
1,032
| – | – | 0.06% | 93 |
|
|
2022
Q3 | $293K | Hold |
1,032
| – | – | 0.05% | 98 |
|
|
2022
Q2 | $326K | Hold |
1,032
| – | – | 0.09% | 60 |
|
|
2022
Q1 | $369K | Hold |
1,032
| – | – | 0.05% | 95 |
|
|
2021
Q4 | $371K | Buy |
1,032
+2
| +0.2% | +$719 | 0.05% | 98 |
|
|
2021
Q3 | $358K | Sell |
1,030
-3
| -0.3% | -$1.04K | 0.05% | 97 |
|
|
2021
Q2 | $377K | Buy |
1,033
+22
| +2% | +$8.03K | 0.05% | 94 |
|
|
2021
Q1 | $360K | Buy |
+1,011
| New | +$360K | 0.05% | 95 |
|