IFS
Intelligent Financial Strategies’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
4,229
+1
| +0% | +$562 | 1.26% | 13 |
|
|
2025
Q1 | $2.32M | Hold |
4,228
| – | – | 1.21% | 12 |
|
|
2024
Q4 | $2.23M | Hold |
4,228
| – | – | 1.23% | 14 |
|
|
2024
Q3 | $2.09M | Buy |
4,228
+1
| +0% | +$494 | 1.15% | 14 |
|
|
2024
Q2 | $1.87M | Hold |
4,227
| – | – | 1.15% | 13 |
|
|
2024
Q1 | $2.04M | Buy |
4,227
+25
| +0.6% | +$12K | 1.26% | 13 |
|
|
2023
Q4 | $1.79M | Hold |
4,202
| – | – | 1.25% | 16 |
|
|
2023
Q3 | $1.66M | Buy |
4,202
+1
| +0% | +$396 | 1.23% | 15 |
|
|
2023
Q2 | $1.65M | Hold |
4,201
| – | – | 1.21% | 14 |
|
|
2023
Q1 | $1.53M | Sell |
4,201
-94
| -2% | -$34.2K | 1.2% | 15 |
|
|
2022
Q4 | $1.49M | Sell |
4,295
-211
| -5% | -$73.4K | 1.26% | 14 |
|
|
2022
Q3 | $1.28M | Sell |
4,506
-159
| -3% | -$45.2K | 1.34% | 18 |
|
|
2022
Q2 | $1.47M | Sell |
4,665
-879
| -16% | -$277K | 1.5% | 16 |
|
|
2022
Q1 | $1.98M | Sell |
5,544
-545
| -9% | -$195K | 1.93% | 11 |
|
|
2021
Q4 | $2.19M | Buy |
+6,089
| New | +$2.19M | 1.97% | 12 |
|