MFGM
Marshall Financial Group (Maryland)’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
3,682
-377
| -9% | -$213K | 0.41% | 50 |
|
|
2025
Q1 | $2.22M | Buy |
4,059
+56
| +1% | +$30.7K | 0.49% | 42 |
|
|
2024
Q4 | $2.11M | Buy |
4,003
+65
| +2% | +$34.2K | 0.51% | 44 |
|
|
2024
Q3 | $1.94M | Buy |
3,938
+8
| +0.2% | +$3.95K | 0.46% | 51 |
|
|
2024
Q2 | $1.73M | Buy |
3,930
+58
| +1% | +$25.6K | 0.49% | 52 |
|
|
2024
Q1 | $1.86M | Buy |
3,872
+144
| +4% | +$69.3K | 0.54% | 52 |
|
|
2023
Q4 | $1.59M | Buy |
3,728
+4
| +0.1% | +$1.71K | 0.51% | 54 |
|
|
2023
Q3 | $1.47M | Sell |
3,724
-3
| -0.1% | -$1.19K | 0.53% | 50 |
|
|
2023
Q2 | $1.47M | Buy |
3,727
+37
| +1% | +$14.6K | 0.5% | 52 |
|
|
2023
Q1 | $1.34M | Sell |
3,690
-782
| -17% | -$284K | 0.48% | 54 |
|
|
2022
Q4 | $1.56M | Buy |
4,472
+223
| +5% | +$77.5K | 0.6% | 55 |
|
|
2022
Q3 | $1.21M | Sell |
4,249
-101
| -2% | -$28.7K | 0.51% | 55 |
|
|
2022
Q2 | $1.37M | Sell |
4,350
-541
| -11% | -$171K | 0.55% | 52 |
|
|
2022
Q1 | $1.75M | Sell |
4,891
-313
| -6% | -$112K | 0.72% | 29 |
|
|
2021
Q4 | $1.87M | Buy |
5,204
+981
| +23% | +$353K | 0.69% | 28 |
|
|
2021
Q3 | $1.47M | Sell |
4,223
-206
| -5% | -$71.6K | 0.76% | 19 |
|
|
2021
Q2 | $1.62M | Sell |
4,429
-470
| -10% | -$172K | 0.87% | 18 |
|
|
2021
Q1 | $1.74M | Buy |
4,899
+91
| +2% | +$32.4K | 1.04% | 17 |
|
|
2020
Q4 | $1.72M | Buy |
+4,808
| New | +$1.72M | 1.12% | 13 |
|