Founders Financial Alliance’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
421
-281
| -40% | -$158K | 0.05% | 293 |
|
|
2025
Q1 | $385K | Buy |
702
+26
| +4% | +$14.2K | 0.09% | 216 |
|
|
2024
Q4 | $356K | Buy |
676
+19
| +3% | +$10K | 0.1% | 200 |
|
|
2024
Q3 | $324K | Buy |
657
+4
| +0.6% | +$1.98K | 0.09% | 210 |
|
|
2024
Q2 | $288K | Sell |
653
-235
| -26% | -$104K | 0.09% | 216 |
|
|
2024
Q1 | $428K | Sell |
888
-29
| -3% | -$14K | 0.13% | 163 |
|
|
2023
Q4 | $391K | Sell |
917
-84
| -8% | -$35.8K | 0.15% | 140 |
|
|
2023
Q3 | $396K | Sell |
1,001
-214
| -18% | -$84.7K | 0.17% | 118 |
|
|
2023
Q2 | $478K | Buy |
1,215
+236
| +24% | +$92.8K | 0.19% | 115 |
|
|
2023
Q1 | $359K | Sell |
979
-5
| -0.5% | -$1.83K | 0.18% | 128 |
|
|
2022
Q4 | $342K | Buy |
984
+255
| +35% | +$88.7K | 0.16% | 142 |
|
|
2022
Q3 | $207K | Buy |
+729
| New | +$207K | 0.11% | 204 |
|
|
2022
Q2 | – | Sell |
-634
| Closed | -$227K | – | 527 |
|
|
2022
Q1 | $227K | Sell |
634
-10
| -2% | -$3.58K | 0.1% | 193 |
|
|
2021
Q4 | $231K | Buy |
644
+10
| +2% | +$3.59K | 0.09% | 224 |
|
|
2021
Q3 | $220K | Sell |
634
-204
| -24% | -$70.8K | 0.1% | 206 |
|
|
2021
Q2 | $306K | Buy |
838
+17
| +2% | +$6.21K | 0.14% | 169 |
|
|
2021
Q1 | $294K | Sell |
821
-218
| -21% | -$78.1K | 0.14% | 165 |
|
|
2020
Q4 | $370K | Sell |
1,039
-27
| -3% | -$9.62K | 0.21% | 109 |
|
|
2020
Q3 | $361K | Buy |
+1,066
| New | +$361K | 0.22% | 97 |
|