First Affirmative Financial Network’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $2.51M | Buy |
4,576
+231
| +5% | +$127K | 1.54% | 9 |
|
2024
Q4 | $2.29M | Buy |
4,345
+522
| +14% | +$275K | 1.32% | 10 |
|
2024
Q3 | $1.89M | Buy |
3,823
+768
| +25% | +$379K | 1.03% | 12 |
|
2024
Q2 | $1.35M | Buy |
3,055
+351
| +13% | +$155K | 0.94% | 16 |
|
2024
Q1 | $1.3M | Buy |
2,704
+17
| +0.6% | +$8.19K | 0.96% | 14 |
|
2023
Q4 | $1.15M | Buy |
2,687
+316
| +13% | +$135K | 0.92% | 13 |
|
2023
Q3 | $939K | Buy |
2,371
+223
| +10% | +$88.3K | 0.92% | 12 |
|
2023
Q2 | $845K | Buy |
2,148
+575
| +37% | +$226K | 0.84% | 13 |
|
2023
Q1 | $572K | Buy |
1,573
+164
| +12% | +$59.6K | 0.66% | 31 |
|
2022
Q4 | $490K | Buy |
1,409
+192
| +16% | +$66.7K | 0.59% | 38 |
|
2022
Q3 | $346K | Buy |
1,217
+572
| +89% | +$163K | 0.44% | 64 |
|
2022
Q2 | $203K | Buy |
645
+55
| +9% | +$17.3K | 0.23% | 132 |
|
2022
Q1 | $211K | Buy |
+590
| New | +$211K | 0.2% | 147 |
|