JNBA Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $347K | Buy |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $100K | Sell |
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|
2020
Q4 | $103K | Sell |
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|
2020
Q3 | $165K | Hold |
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|
2020
Q2 | $145K | Hold |
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|
2020
Q1 | $118K | Buy |
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|
2019
Q4 | $62K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $49K | Hold |
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|
2018
Q4 | $39K | Sell |
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|
2018
Q3 | $433K | Buy |
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|
2018
Q2 | $39K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $28K | Hold |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $21K | Sell |
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|
2016
Q3 | $177K | Buy |
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|
2016
Q2 | $18K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $18K | Sell |
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|
2015
Q2 | $20K | Hold |
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|
2015
Q1 | $19K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $16K | Buy |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $15K | Buy |
|