Larson Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
5,157
+1,071
| +26% | +$602K | 0.12% | 168 |
|
|
2025
Q1 | $2.24M | Buy |
4,086
+1,846
| +82% | +$1.01M | 0.11% | 171 |
|
|
2024
Q4 | $1.18M | Buy |
2,240
+25
| +1% | +$13.2K | 0.06% | 220 |
|
|
2024
Q3 | $1.09M | Buy |
2,215
+731
| +49% | +$361K | 0.06% | 214 |
|
|
2024
Q2 | $654K | Sell |
1,484
-5
| -0.3% | -$2.21K | 0.04% | 232 |
|
|
2024
Q1 | $717K | Buy |
1,489
+552
| +59% | +$266K | 0.06% | 192 |
|
|
2023
Q4 | $400K | Sell |
937
-210
| -18% | -$89.6K | 0.03% | 246 |
|
|
2023
Q3 | $454K | Buy |
1,147
+116
| +11% | +$45.9K | 0.04% | 206 |
|
|
2023
Q2 | $405K | Sell |
1,031
-54
| -5% | -$21.2K | 0.04% | 218 |
|
|
2023
Q1 | $394K | Buy |
1,085
+374
| +53% | +$136K | 0.04% | 229 |
|
|
2022
Q4 | $247K | Buy |
711
+551
| +344% | +$192K | 0.03% | 271 |
|
|
2022
Q3 | $45K | Buy |
160
+1
| +0.6% | +$281 | 0.01% | 485 |
|
|
2022
Q2 | $50K | Buy |
159
+1
| +0.6% | +$314 | 0.01% | 371 |
|
|
2022
Q1 | $56K | Sell |
158
-7
| -4% | -$2.48K | 0.01% | 360 |
|
|
2021
Q4 | $59K | Buy |
165
+57
| +53% | +$20.4K | 0.01% | 355 |
|
|
2021
Q3 | $38K | Buy |
108
+7
| +7% | +$2.46K | 0.01% | 346 |
|
|
2021
Q2 | $37K | Sell |
101
-3
| -3% | -$1.1K | 0.01% | 326 |
|
|
2021
Q1 | $37K | Hold |
104
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $37K | Hold |
104
| – | – | 0.01% | 257 |
|
|
2020
Q3 | $35K | Buy |
104
+37
| +55% | +$12.5K | 0.01% | 247 |
|
|
2020
Q2 | $20K | Buy |
67
+39
| +139% | +$11.6K | 0.01% | 284 |
|
|
2020
Q1 | $7K | Sell |
28
-11
| -28% | -$2.75K | ﹤0.01% | 333 |
|
|
2019
Q4 | $12K | Buy |
39
+11
| +39% | +$3.39K | 0.01% | 278 |
|
|
2019
Q3 | $8K | Sell |
28
-60
| -68% | -$17.1K | 0.01% | 329 |
|
|
2019
Q2 | $23K | Buy |
88
+23
| +35% | +$6.01K | 0.02% | 177 |
|
|
2019
Q1 | $15K | Hold |
65
| – | – | 0.01% | 199 |
|
|
2018
Q4 | $12K | Buy |
+65
| New | +$12K | 0.01% | 207 |
|