MG
Mather Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Sell |
11,500
-277
| -2% | -$156K | 0.07% | 104 |
|
|
2025
Q1 | $6.46M | Sell |
11,777
-15
| -0.1% | -$8.22K | 0.07% | 100 |
|
|
2024
Q4 | $6.21M | Sell |
11,792
-888
| -7% | -$468K | 0.08% | 101 |
|
|
2024
Q3 | $6.26M | Sell |
12,680
-1,407
| -10% | -$695K | 0.08% | 103 |
|
|
2024
Q2 | $6.78M | Buy |
14,087
+3,261
| +30% | +$1.57M | 0.08% | 104 |
|
|
2024
Q1 | $4.62M | Sell |
10,826
-591
| -5% | -$252K | 0.07% | 96 |
|
|
2023
Q4 | $4.87M | Buy |
11,417
+806
| +8% | +$344K | 0.08% | 97 |
|
|
2023
Q3 | $4.2M | Buy |
10,611
+779
| +8% | +$308K | 0.07% | 96 |
|
|
2023
Q2 | $3.87M | Buy |
9,832
+1,717
| +21% | +$675K | 0.06% | 112 |
|
|
2023
Q1 | $2.95M | Buy |
8,115
+531
| +7% | +$193K | 0.05% | 117 |
|
|
2022
Q4 | $2.64M | Buy |
7,584
+682
| +10% | +$237K | 0.05% | 121 |
|
|
2022
Q3 | $1.96M | Sell |
6,902
-642
| -9% | -$183K | 0.04% | 133 |
|
|
2022
Q2 | $2.38M | Buy |
7,544
+2,440
| +48% | +$770K | 0.05% | 114 |
|
|
2022
Q1 | $1.82M | Buy |
5,104
+416
| +9% | +$149K | 0.04% | 119 |
|
|
2021
Q4 | $1.69M | Buy |
4,688
+799
| +21% | +$287K | 0.03% | 107 |
|
|
2021
Q3 | $1.35M | Buy |
3,889
+561
| +17% | +$195K | 0.03% | 97 |
|
|
2021
Q2 | $1.22M | Buy |
3,328
+647
| +24% | +$236K | 0.03% | 95 |
|
|
2021
Q1 | $955K | Buy |
2,681
+1,511
| +129% | +$538K | 0.03% | 102 |
|
|
2020
Q4 | $418K | Buy |
1,170
+23
| +2% | +$8.22K | 0.01% | 151 |
|
|
2020
Q3 | $388K | Buy |
1,147
+305
| +36% | +$103K | 0.02% | 158 |
|
|
2020
Q2 | $249K | Buy |
+842
| New | +$249K | 0.01% | 181 |
|