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