Farther Finance Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Buy |
16,575
+1,629
| +11% | +$915K | 0.19% | 106 |
|
|
2025
Q1 | $8.2M | Buy |
14,946
+2,748
| +23% | +$1.51M | 0.21% | 99 |
|
|
2024
Q4 | $6.42M | Sell |
12,198
-1,121
| -8% | -$590K | 0.23% | 88 |
|
|
2024
Q3 | $6.58M | Buy |
13,319
+974
| +8% | +$481K | 0.25% | 79 |
|
|
2024
Q2 | $5.4M | Buy |
12,345
+3,074
| +33% | +$1.35M | 0.26% | 73 |
|
|
2024
Q1 | $4.44M | Sell |
9,271
-748
| -7% | -$358K | 0.27% | 75 |
|
|
2023
Q4 | $4.27M | Buy |
10,019
+4,660
| +87% | +$1.99M | 0.31% | 68 |
|
|
2023
Q3 | $2.12M | Buy |
5,359
+3,260
| +155% | +$1.29M | 0.33% | 64 |
|
|
2023
Q2 | $826K | Buy |
2,099
+1,250
| +147% | +$492K | 0.18% | 105 |
|
|
2023
Q1 | $309K | Buy |
849
+21
| +3% | +$7.63K | 0.09% | 198 |
|
|
2022
Q4 | $288K | Buy |
+828
| New | +$288K | 0.11% | 180 |
|