IAA
Independent Advisor Alliance’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
28,202
-615
| -2% | -$346K | 0.46% | 34 |
|
|
2025
Q1 | $15.8M | Buy |
28,817
+1,630
| +6% | +$893K | 0.52% | 34 |
|
|
2024
Q4 | $14.3M | Buy |
27,187
+1,265
| +5% | +$666K | 0.19% | 116 |
|
|
2024
Q3 | $12.8M | Sell |
25,922
-1,665
| -6% | -$822K | 0.47% | 35 |
|
|
2024
Q2 | $12.2M | Buy |
27,587
+999
| +4% | +$441K | 0.42% | 39 |
|
|
2024
Q1 | $12.8M | Buy |
26,588
+2,981
| +13% | +$1.44M | 0.46% | 41 |
|
|
2023
Q4 | $10.1M | Sell |
23,607
-179
| -0.8% | -$76.3K | 0.36% | 51 |
|
|
2023
Q3 | $9.42M | Buy |
23,786
+717
| +3% | +$284K | 0.43% | 48 |
|
|
2023
Q2 | $9.07M | Sell |
23,069
-48
| -0.2% | -$18.9K | 0.4% | 53 |
|
|
2023
Q1 | $8.4M | Sell |
23,117
-517
| -2% | -$188K | 0.41% | 55 |
|
|
2022
Q4 | $327K | Sell |
23,634
-23,223
| -50% | -$321K | 0.11% | 109 |
|
|
2022
Q3 | $13.3M | Buy |
46,857
+276
| +0.6% | +$78.5K | 0.78% | 26 |
|
|
2022
Q2 | $14.7M | Sell |
46,581
-1,770
| -4% | -$558K | 0.82% | 26 |
|
|
2022
Q1 | $17.3M | Buy |
48,351
+4,098
| +9% | +$1.46M | 0.83% | 22 |
|
|
2021
Q4 | $15.9M | Buy |
44,253
+758
| +2% | +$272K | 0.78% | 28 |
|
|
2021
Q3 | $15.1M | Buy |
43,495
+1,008
| +2% | +$350K | 0.84% | 23 |
|
|
2021
Q2 | $15.5M | Sell |
42,487
-1,868
| -4% | -$682K | 0.85% | 20 |
|
|
2021
Q1 | $15.8M | Buy |
44,355
+4,424
| +11% | +$1.58M | 0.94% | 20 |
|
|
2020
Q4 | $14.3M | Buy |
39,931
+2,838
| +8% | +$1.01M | 0.97% | 20 |
|
|
2020
Q3 | $12.5M | Buy |
37,093
+13,409
| +57% | +$4.53M | 0.95% | 21 |
|
|
2020
Q2 | $7M | Buy |
23,684
+2,062
| +10% | +$610K | 0.75% | 24 |
|
|
2020
Q1 | $5.22M | Sell |
21,622
-1,466
| -6% | -$354K | 0.76% | 26 |
|
|
2019
Q4 | $6.89M | Buy |
23,088
+1,111
| +5% | +$332K | 0.3% | 76 |
|
|
2019
Q3 | $5.97M | Buy |
21,977
+3,331
| +18% | +$905K | 0.73% | 30 |
|
|
2019
Q2 | $4.73M | Buy |
18,646
+2,510
| +16% | +$636K | 0.68% | 30 |
|
|
2019
Q1 | $3.8M | Buy |
16,136
+2,985
| +23% | +$703K | 0.53% | 42 |
|
|
2018
Q4 | $2.51M | Buy |
13,151
+4,056
| +45% | +$774K | 0.44% | 47 |
|
|
2018
Q3 | $1.95M | Buy |
9,095
+2,506
| +38% | +$537K | 0.35% | 66 |
|
|
2018
Q2 | $1.23M | Buy |
6,589
+237
| +4% | +$44.2K | 0.26% | 89 |
|
|
2018
Q1 | $1.09M | Buy |
6,352
+382
| +6% | +$65.6K | 0.24% | 98 |
|
|
2017
Q4 | $951K | Buy |
5,970
+352
| +6% | +$56.1K | 0.21% | 116 |
|
|
2017
Q3 | $812K | Buy |
5,618
+1,948
| +53% | +$282K | 0.22% | 111 |
|
|
2017
Q2 | $450K | Sell |
3,670
-101
| -3% | -$12.4K | 0.14% | 155 |
|
|
2017
Q1 | $423K | Buy |
3,771
+131
| +4% | +$14.7K | 0.07% | 247 |
|
|
2016
Q4 | $400K | Buy |
+3,640
| New | +$400K | 0.17% | 122 |
|