BFA
Beaumont Financial Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
3,789
+556
| +17% | +$312K | 0.15% | 85 |
|
|
2025
Q1 | $1.77M | Buy |
3,233
+249
| +8% | +$136K | 0.14% | 102 |
|
|
2024
Q4 | $1.57M | Buy |
2,984
+98
| +3% | +$51.6K | 0.12% | 111 |
|
|
2024
Q3 | $1.43M | Sell |
2,886
-769
| -21% | -$380K | 0.11% | 114 |
|
|
2024
Q2 | $1.61M | Buy |
3,655
+65
| +2% | +$28.7K | 0.13% | 103 |
|
|
2024
Q1 | $1.73M | Buy |
3,590
+10
| +0.3% | +$4.82K | 0.14% | 93 |
|
|
2023
Q4 | $1.53M | Sell |
3,580
-14
| -0.4% | -$5.97K | 0.14% | 104 |
|
|
2023
Q3 | $1.42M | Buy |
3,594
+92
| +3% | +$36.4K | 0.14% | 102 |
|
|
2023
Q2 | $1.38M | Buy |
3,502
+127
| +4% | +$50K | 0.13% | 110 |
|
|
2023
Q1 | $1.23M | Buy |
3,375
+34
| +1% | +$12.4K | 0.12% | 103 |
|
|
2022
Q4 | $1.16M | Sell |
3,341
-1,687
| -34% | -$587K | 0.12% | 109 |
|
|
2022
Q3 | $1.43M | Sell |
5,028
-6
| -0.1% | -$1.71K | 0.14% | 99 |
|
|
2022
Q2 | $1.59M | Sell |
5,034
-239
| -5% | -$75.4K | 0.14% | 97 |
|
|
2022
Q1 | $1.89M | Sell |
5,273
-3,473
| -40% | -$1.24M | 0.14% | 112 |
|
|
2021
Q4 | $3.14M | Sell |
8,746
-191
| -2% | -$68.6K | 0.23% | 70 |
|
|
2021
Q3 | $3.11M | Sell |
8,937
-374
| -4% | -$130K | 0.24% | 70 |
|
|
2021
Q2 | $3.4M | Buy |
9,311
+688
| +8% | +$251K | 0.26% | 65 |
|
|
2021
Q1 | $3.07M | Sell |
8,623
-65
| -0.7% | -$23.1K | 0.26% | 76 |
|
|
2020
Q4 | $3.1M | Buy |
8,688
+1,274
| +17% | +$455K | 0.28% | 79 |
|
|
2020
Q3 | $2.51M | Buy |
7,414
+151
| +2% | +$51.1K | 0.24% | 86 |
|
|
2020
Q2 | $2.15M | Sell |
7,263
-35
| -0.5% | -$10.4K | 0.22% | 83 |
|
|
2020
Q1 | $1.76M | Sell |
7,298
-434
| -6% | -$105K | 0.22% | 77 |
|
|
2019
Q4 | $2.31M | Buy |
7,732
+113
| +1% | +$33.7K | 0.23% | 80 |
|
|
2019
Q3 | $2.07M | Buy |
7,619
+57
| +0.8% | +$15.5K | 0.21% | 90 |
|
|
2019
Q2 | $2M | Sell |
7,562
-35
| -0.5% | -$9.26K | 0.21% | 81 |
|
|
2019
Q1 | $1.79M | Buy |
7,597
+20
| +0.3% | +$4.71K | 0.19% | 84 |
|
|
2018
Q4 | $1.43M | Sell |
7,577
-504
| -6% | -$95.1K | 0.23% | 68 |
|
|
2018
Q3 | $1.8M | Buy |
8,081
+2,035
| +34% | +$453K | 0.18% | 79 |
|
|
2018
Q2 | $1.19M | Hold |
6,046
| – | – | 0.13% | 87 |
|
|
2018
Q1 | $1.06M | Sell |
6,046
-316
| -5% | -$55.4K | 0.12% | 96 |
|
|
2017
Q4 | $963K | Sell |
6,362
-300
| -5% | -$45.4K | 0.11% | 99 |
|
|
2017
Q3 | $941K | Buy |
6,662
+917
| +16% | +$130K | 0.12% | 93 |
|
|
2017
Q2 | $698K | Sell |
5,745
-905
| -14% | -$110K | 0.09% | 104 |
|
|
2017
Q1 | $748K | Buy |
+6,650
| New | +$748K | 0.1% | 100 |
|