Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Sell |
3,774
-26
| -0.7% | -$13.7K | 0.26% | 66 |
|
|
2025
Q4 | $2.17M | Sell |
3,800
-27
| -0.7% | -$15.1K | 0.3% | 55 |
|
|
2025
Q3 | $2.18M | Buy |
3,827
+68
| +2% | +$39.1K | 0.3% | 55 |
|
|
2025
Q2 | $2.11M | Sell |
3,759
-21
| -0.6% | -$11.6K | 0.33% | 48 |
|
|
2025
Q1 | $2.07M | Sell |
3,780
-144
| -4% | -$78.4K | 0.35% | 46 |
|
|
2024
Q4 | $2.07M | Sell |
3,924
-134
| -3% | -$69.4K | 0.34% | 48 |
|
|
2024
Q3 | $2M | Buy |
4,058
+141
| +4% | +$65.6K | 0.34% | 48 |
|
|
2024
Q2 | $1.73M | Buy |
3,917
+57
| +1% | +$26K | 0.31% | 51 |
|
|
2024
Q1 | $1.86M | Sell |
3,860
-55
| -1% | -$25.1K | 0.33% | 50 |
|
|
2023
Q4 | $1.67M | Buy |
3,915
+156
| +4% | +$62.7K | 0.32% | 51 |
|
|
2023
Q3 | $1.49M | Buy |
3,759
+271
| +8% | +$109K | 0.3% | 47 |
|
|
2023
Q2 | $1.37M | Buy |
3,488
+152
| +5% | +$57K | 0.26% | 50 |
|
|
2023
Q1 | $1.21M | Buy |
3,336
+292
| +10% | +$106K | 0.25% | 50 |
|
|
2022
Q4 | $1.06M | Buy |
3,044
+608
| +25% | +$200K | 0.23% | 54 |
|
|
2022
Q3 | $693K | Buy |
2,436
+73
| +3% | +$24.2K | 0.17% | 70 |
|
|
2022
Q2 | $745K | Sell |
2,363
-61
| -3% | -$21K | 0.19% | 61 |
|
|
2022
Q1 | $866K | Buy |
2,424
+157
| +7% | +$56.4K | 0.19% | 58 |
|
|
2021
Q4 | $815K | Buy |
2,267
+228
| +11% | +$78.8K | 0.19% | 55 |
|
|
2021
Q3 | $709K | Buy |
2,039
+56
| +3% | +$20.4K | 0.17% | 56 |
|
|
2021
Q2 | $724K | Sell |
1,983
-110
| -5% | -$40.9K | 0.18% | 48 |
|
|
2021
Q1 | $745K | Buy |
2,093
+335
| +19% | +$117K | 0.2% | 46 |
|
|
2020
Q4 | $627K | Buy |
1,758
+117
| +7% | +$38.9K | 0.18% | 50 |
|
|
2020
Q3 | $555K | Buy |
+1,641
| New | +$534K | 0.17% | 51 |
|
|
2020
Q1 | – | Sell |
-1,759
| Closed | -$525K | – | 96 |
|
|
2019
Q4 | $525K | Buy |
1,759
+12
| +0.7% | +$3.38K | 0.17% | 60 |
|
|
2019
Q3 | $474K | Buy |
1,747
+1
| +0.1% | +$276 | 0.16% | 65 |
|
|
2019
Q2 | $462K | Sell |
1,746
-102
| -6% | -$25.5K | 0.16% | 65 |
|
|
2019
Q1 | $435K | Buy |
1,848
+554
| +43% | +$119K | 0.15% | 67 |
|
|
2018
Q4 | $244K | Buy |
1,294
+152
| +13% | +$30.2K | 0.09% | 91 |
|
|
2018
Q3 | $254K | Buy |
1,142
+112
| +11% | +$23.4K | 0.09% | 92 |
|
|
2018
Q2 | $212K | Buy |
1,030
+504
| +96% | +$94.8K | 0.08% | 98 |
|
|
2018
Q1 | $91K | Sell |
526
-401
| -43% | -$68.5K | 0.04% | 179 |
|
|
2017
Q4 | $140K | Buy |
+927
| New | +$138K | 0.06% | 146 |
|
Other funds holding MA
VCM
VPM
Legacy Financial Advisors's MA Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Mastercard (MA) stake by 0.68% in Q1 2026, selling an estimated $13.7K and leaving 3,774 shares worth $1.89M. The position accounts for 0.26% of the portfolio, ranked #66.
Legacy Financial Advisors first reported a position in MA in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.18M in Q3 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.
- Legacy Financial Advisors held 3,774 shares of Mastercard worth $1.89M as of Q1 2026.
- Legacy Financial Advisors sold 26 Mastercard shares in Q1 2026, an estimated $13.7K.
- Mastercard made up 0.26% of Legacy Financial Advisors's portfolio in Q1 2026, its #66 holding.
- Legacy Financial Advisors first reported a position in Mastercard in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's Mastercard position peaked at $2.18M in Q3 2025.
- 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.