IAN
Integrated Advisors Network’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.66M | Buy |
15,411
+433
| +3% | +$243K | 0.39% | 57 |
|
|
2025
Q1 | $8.21M | Sell |
14,978
-462
| -3% | -$253K | 0.41% | 57 |
|
|
2024
Q4 | $8.13M | Sell |
15,440
-520
| -3% | -$274K | 0.39% | 52 |
|
|
2024
Q3 | $7.88M | Buy |
15,960
+31
| +0.2% | +$15.3K | 0.37% | 62 |
|
|
2024
Q2 | $7.03M | Sell |
15,929
-403
| -2% | -$178K | 0.36% | 65 |
|
|
2024
Q1 | $7.86M | Sell |
16,332
-27
| -0.2% | -$13K | 0.4% | 57 |
|
|
2023
Q4 | $6.98M | Buy |
16,359
+166
| +1% | +$70.8K | 0.39% | 66 |
|
|
2023
Q3 | $6.41M | Sell |
16,193
-110
| -0.7% | -$43.6K | 0.39% | 65 |
|
|
2023
Q2 | $6.41M | Sell |
16,303
-596
| -4% | -$234K | 0.37% | 59 |
|
|
2023
Q1 | $6.14M | Buy |
16,899
+421
| +3% | +$153K | 0.37% | 67 |
|
|
2022
Q4 | $5.73M | Buy |
16,478
+275
| +2% | +$95.6K | 0.37% | 70 |
|
|
2022
Q3 | $4.61M | Sell |
16,203
-1,307
| -7% | -$372K | 0.31% | 79 |
|
|
2022
Q2 | $5.52M | Sell |
17,510
-732
| -4% | -$231K | 0.36% | 67 |
|
|
2022
Q1 | $6.52M | Buy |
18,242
+3,881
| +27% | +$1.39M | 0.38% | 60 |
|
|
2021
Q4 | $5.16M | Buy |
14,361
+248
| +2% | +$89.1K | 0.3% | 75 |
|
|
2021
Q3 | $4.91M | Buy |
14,113
+139
| +1% | +$48.3K | 0.33% | 68 |
|
|
2021
Q2 | $5.1M | Buy |
13,974
+513
| +4% | +$187K | 0.38% | 57 |
|
|
2021
Q1 | $4.79M | Buy |
13,461
+1,646
| +14% | +$586K | 0.44% | 55 |
|
|
2020
Q4 | $4.22M | Buy |
11,815
+123
| +1% | +$43.9K | 0.46% | 54 |
|
|
2020
Q3 | $3.95M | Sell |
11,692
-965
| -8% | -$326K | 0.5% | 50 |
|
|
2020
Q2 | $3.74M | Buy |
12,657
+1,225
| +11% | +$362K | 0.44% | 55 |
|
|
2020
Q1 | $2.76M | Sell |
11,432
-976
| -8% | -$236K | 0.54% | 51 |
|
|
2019
Q4 | $3.71M | Buy |
+12,408
| New | +$3.71M | 0.5% | 53 |
|