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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $745K | Sell |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $709K | Buy |
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|
2021
Q2 | $724K | Sell |
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|
2021
Q1 | $745K | Buy |
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|
2020
Q4 | $627K | Buy |
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|
2020
Q3 | $555K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $474K | Buy |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $435K | Buy |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $254K | Buy |
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|
2018
Q2 | $212K | Buy |
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|
2018
Q1 | $91K | Sell |
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|
2017
Q4 | $140K | Buy |
|