IFG Advisory’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,728
| Closed | -$3.27M | – | 672 |
|
|
2025
Q4 | $3.27M | Buy |
5,728
+92
| +2% | +$51.4K | 0.14% | 181 |
|
|
2025
Q3 | $3.21M | Buy |
5,636
+878
| +18% | +$504K | 0.15% | 172 |
|
|
2025
Q2 | $2.67M | Sell |
4,758
-637
| -12% | -$352K | 0.13% | 187 |
|
|
2025
Q1 | $2.96M | Buy |
5,395
+114
| +2% | +$62.1K | 0.16% | 156 |
|
|
2024
Q4 | $2.78M | Buy |
5,281
+610
| +13% | +$316K | 0.16% | 157 |
|
|
2024
Q3 | $2.31M | Buy |
4,671
+2,644
| +130% | +$1.23M | 0.15% | 184 |
|
|
2024
Q2 | $894K | Buy |
+2,027
| New | +$923K | 0.06% | 299 |
|
|
2024
Q1 | – | Sell |
-1,890
| Closed | -$806K | – | 491 |
|
|
2023
Q4 | $806K | Buy |
1,890
+83
| +5% | +$33.3K | 0.06% | 291 |
|
|
2023
Q3 | $716K | Buy |
+1,807
| New | +$725K | 0.06% | 275 |
|
|
2023
Q2 | – | Sell |
-739
| Closed | -$269K | – | 432 |
|
|
2023
Q1 | $269K | Sell |
739
-26
| -3% | -$9.44K | 0.03% | 429 |
|
|
2022
Q4 | $266K | Sell |
765
-334
| -30% | -$110K | 0.03% | 418 |
|
|
2022
Q3 | $312K | Buy |
+1,099
| New | +$364K | 0.03% | 407 |
|
|
2022
Q2 | – | Sell |
-577
| Closed | -$206K | – | 505 |
|
|
2022
Q1 | $206K | Sell |
577
-9
| -2% | -$3.23K | 0.02% | 469 |
|
|
2021
Q4 | $210K | Sell |
586
-16
| -3% | -$5.53K | 0.02% | 471 |
|
|
2021
Q3 | $209K | Buy |
602
+39
| +7% | +$14.2K | 0.02% | 459 |
|
|
2021
Q2 | $205K | Sell |
563
-528
| -48% | -$196K | 0.02% | 459 |
|
|
2021
Q1 | $388K | Buy |
+1,091
| New | +$381K | 0.05% | 346 |
|
|
2020
Q1 | – | Sell |
-707
| Closed | -$211K | – | 401 |
|
|
2019
Q4 | $211K | Buy |
+707
| New | +$199K | 0.04% | 386 |
|
|
2019
Q3 | – | Sell |
-1,338
| Closed | -$354K | – | 425 |
|
|
2019
Q2 | $354K | Sell |
1,338
-155
| -10% | -$38.8K | 0.06% | 251 |
|
|
2019
Q1 | $351K | Sell |
1,493
-6
| -0.4% | -$1.29K | 0.07% | 245 |
|
|
2018
Q4 | $282K | Sell |
1,499
-5,474
| -79% | -$1.09M | 0.07% | 252 |
|
|
2018
Q3 | $1.55M | Buy |
6,973
+214
| +3% | +$44.6K | 0.29% | 80 |
|
|
2018
Q2 | $1.33M | Buy |
6,759
+1,774
| +36% | +$334K | 0.27% | 85 |
|
|
2018
Q1 | $873K | Sell |
4,985
-328
| -6% | -$56.1K | 0.19% | 123 |
|
|
2017
Q4 | $804K | Buy |
+5,313
| New | +$790K | 0.18% | 126 |
|
Other funds holding MA
VCM
VPM
IFG Advisory's MA Position: Q1 2026 in Review
IFG Advisory sold out of Mastercard (MA) in Q1 2026, closing a stake of 5,728 shares — an estimated $3.27M sold.
IFG Advisory first reported a position in MA in Q4 2017 and held it in 25 quarters. The position peaked at $3.27M in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.
- IFG Advisory reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 5,728 Mastercard shares in Q1 2026, an estimated $3.27M.
- IFG Advisory first reported a position in Mastercard in Q4 2017 and held it in 25 quarters.
- IFG Advisory's Mastercard position peaked at $3.27M in Q4 2025.
- 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.