IA
Insight Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
809
| – | – | 0.07% | 162 |
|
|
2025
Q1 | $444K | Buy |
809
+14
| +2% | +$7.68K | 0.08% | 161 |
|
|
2024
Q4 | $418K | Buy |
795
+48
| +6% | +$25.2K | 0.07% | 175 |
|
|
2024
Q3 | $369K | Hold |
747
| – | – | 0.06% | 196 |
|
|
2024
Q2 | $330K | Sell |
747
-18
| -2% | -$7.94K | 0.06% | 210 |
|
|
2024
Q1 | $368K | Sell |
765
-90
| -11% | -$43.3K | 0.07% | 201 |
|
|
2023
Q4 | $365K | Buy |
855
+5
| +0.6% | +$2.13K | 0.08% | 186 |
|
|
2023
Q3 | $337K | Sell |
850
-50
| -6% | -$19.8K | 0.08% | 191 |
|
|
2023
Q2 | $354K | Sell |
900
-74
| -8% | -$29.1K | 0.08% | 188 |
|
|
2023
Q1 | $354K | Sell |
974
-705
| -42% | -$256K | 0.08% | 201 |
|
|
2022
Q4 | $583K | Sell |
1,679
-333
| -17% | -$116K | 0.2% | 133 |
|
|
2022
Q3 | $572K | Sell |
2,012
-8
| -0.4% | -$2.27K | 0.22% | 116 |
|
|
2022
Q2 | $694K | Sell |
2,020
-292
| -13% | -$100K | 0.24% | 113 |
|
|
2022
Q1 | $826K | Buy |
2,312
+840
| +57% | +$300K | 0.25% | 113 |
|
|
2021
Q4 | $529K | Buy |
1,472
+300
| +26% | +$108K | 0.16% | 163 |
|
|
2021
Q3 | $393K | Sell |
1,172
-52
| -4% | -$17.4K | 0.12% | 209 |
|
|
2021
Q2 | $459K | Sell |
1,224
-966
| -44% | -$362K | 0.14% | 187 |
|
|
2021
Q1 | $834K | Buy |
2,190
+541
| +33% | +$206K | 0.26% | 106 |
|
|
2020
Q4 | $589K | Buy |
+1,649
| New | +$589K | 0.22% | 116 |
|