IFP 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 | $9.12M | Buy |
16,102
+361
| +2% | +$205K | 0.26% | 75 |
|
|
2025
Q1 | $8.63M | Sell |
15,741
-48
| -0.3% | -$26.3K | 0.27% | 78 |
|
|
2024
Q4 | $8.32M | Sell |
15,789
-27
| -0.2% | -$14.2K | 0.27% | 70 |
|
|
2024
Q3 | $7.81M | Sell |
15,816
-3,357
| -18% | -$1.66M | 0.28% | 73 |
|
|
2024
Q2 | $8.46M | Buy |
19,173
+313
| +2% | +$138K | 0.34% | 59 |
|
|
2024
Q1 | $9.08M | Sell |
18,860
-19
| -0.1% | -$9.15K | 0.4% | 53 |
|
|
2023
Q4 | $8.05M | Sell |
18,879
-39
| -0.2% | -$16.6K | 0.38% | 56 |
|
|
2023
Q3 | $7.49M | Sell |
18,918
-2,785
| -13% | -$1.1M | 0.34% | 65 |
|
|
2023
Q2 | $8.54M | Buy |
21,703
+2,088
| +11% | +$821K | 0.36% | 54 |
|
|
2023
Q1 | $1.71M | Sell |
19,615
-7,513
| -28% | -$655K | 0.07% | 264 |
|
|
2022
Q4 | $2.57M | Sell |
27,128
-1,539
| -5% | -$146K | 0.07% | 311 |
|
|
2022
Q3 | $2.75M | Buy |
28,667
+1,197
| +4% | +$115K | 0.07% | 300 |
|
|
2022
Q2 | $2.61M | Hold |
27,470
| – | – | 0.08% | 278 |
|
|
2022
Q1 | $2.61M | Buy |
27,470
+6,368
| +30% | +$605K | 0.08% | 278 |
|
|
2021
Q4 | $7.61M | Sell |
21,102
-875
| -4% | -$315K | 0.15% | 80 |
|
|
2021
Q3 | $7.64M | Buy |
21,977
+690
| +3% | +$240K | 0.15% | 77 |
|
|
2021
Q2 | $7.77M | Sell |
21,287
-1,242
| -6% | -$453K | 0.16% | 73 |
|
|
2021
Q1 | $8M | Buy |
22,529
+682
| +3% | +$242K | 0.16% | 63 |
|
|
2020
Q4 | $7.77M | Buy |
21,847
+1,155
| +6% | +$411K | 0.31% | 50 |
|
|
2020
Q3 | $6.97M | Sell |
20,692
-2,223
| -10% | -$749K | 0.42% | 46 |
|
|
2020
Q2 | $6.73M | Buy |
22,915
+2,633
| +13% | +$773K | 0.53% | 35 |
|
|
2020
Q1 | $5.35M | Buy |
20,282
+560
| +3% | +$148K | 0.54% | 35 |
|
|
2019
Q4 | $5.94M | Sell |
19,722
-820
| -4% | -$247K | 0.45% | 43 |
|
|
2019
Q3 | $5.52M | Buy |
+20,542
| New | +$5.52M | 0.37% | 60 |
|
|
2019
Q1 | $1.91M | Sell |
8,105
-17,378
| -68% | -$4.1M | 0.26% | 89 |
|
|
2018
Q4 | $4.74M | Sell |
25,483
-2,210
| -8% | -$411K | 0.29% | 76 |
|
|
2018
Q3 | $6.17M | Buy |
27,693
+410
| +2% | +$91.3K | 0.25% | 85 |
|
|
2018
Q2 | $5.36M | Sell |
27,283
-532
| -2% | -$105K | 0.23% | 101 |
|
|
2018
Q1 | $4.21M | Hold |
27,815
| – | – | 0.19% | 121 |
|
|
2017
Q4 | $4.21M | Sell |
27,815
-318
| -1% | -$48.1K | 0.19% | 121 |
|
|
2017
Q3 | $3.97M | Buy |
28,133
+946
| +3% | +$134K | 0.16% | 145 |
|
|
2017
Q2 | $3.3M | Buy |
27,187
+3
| +0% | +$364 | 0.14% | 165 |
|
|
2017
Q1 | $3.06M | Sell |
27,184
-7,902
| -23% | -$889K | 0.13% | 172 |
|
|
2016
Q4 | $3.62M | Buy |
35,086
+1,858
| +6% | +$192K | 0.17% | 131 |
|
|
2016
Q3 | $3.38M | Sell |
33,228
-2,075
| -6% | -$211K | 0.18% | 124 |
|
|
2016
Q2 | $3.11M | Buy |
35,303
+27,198
| +336% | +$2.4M | 0.17% | 120 |
|
|
2016
Q1 | $1.91M | Sell |
8,105
-27,826
| -77% | -$6.56M | 0.26% | 89 |
|
|
2015
Q4 | $3.5M | Buy |
+35,931
| New | +$3.5M | 0.23% | 91 |
|