Fi3 Financial 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 | $454K | Buy |
808
+25
| +3% | +$14.1K | 0.16% | 59 |
|
|
2025
Q1 | $429K | Buy |
783
+47
| +6% | +$25.8K | 0.17% | 54 |
|
|
2024
Q4 | $388K | Buy |
736
+19
| +3% | +$10K | 0.15% | 57 |
|
|
2024
Q3 | $354K | Sell |
717
-53
| -7% | -$26.2K | 0.14% | 55 |
|
|
2024
Q2 | $340K | Buy |
770
+19
| +3% | +$8.39K | 0.15% | 48 |
|
|
2024
Q1 | $333K | Buy |
751
+131
| +21% | +$58.1K | 0.15% | 50 |
|
|
2023
Q4 | $265K | Sell |
620
-151
| -20% | -$64.4K | 0.13% | 58 |
|
|
2023
Q3 | $305K | Buy |
771
+179
| +30% | +$70.9K | 0.16% | 53 |
|
|
2023
Q2 | $233K | Sell |
592
-65
| -10% | -$25.6K | 0.12% | 59 |
|
|
2023
Q1 | $239K | Buy |
657
+31
| +5% | +$11.3K | 0.13% | 60 |
|
|
2022
Q4 | $218K | Buy |
+626
| New | +$218K | 0.12% | 63 |
|