Oldfather Financial Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
802
-20
| -2% | -$11.2K | 0.15% | 55 |
|
|
2025
Q1 | $451K | Buy |
822
+1
| +0.1% | +$548 | 0.17% | 50 |
|
|
2024
Q4 | $432K | Sell |
821
-6
| -0.7% | -$3.16K | 0.16% | 50 |
|
|
2024
Q3 | $408K | Buy |
827
+21
| +3% | +$10.4K | 0.16% | 51 |
|
|
2024
Q2 | $356K | Sell |
806
-26
| -3% | -$11.5K | 0.15% | 51 |
|
|
2024
Q1 | $401K | Hold |
832
| – | – | 0.16% | 50 |
|
|
2023
Q4 | $355K | Hold |
832
| – | – | 0.16% | 49 |
|
|
2023
Q3 | $329K | Sell |
832
-5
| -0.6% | -$1.98K | 0.17% | 48 |
|
|
2023
Q2 | $329K | Hold |
837
| – | – | 0.16% | 49 |
|
|
2023
Q1 | $304K | Buy |
837
+17
| +2% | +$6.18K | 0.16% | 52 |
|
|
2022
Q4 | $285K | Sell |
820
-700
| -46% | -$243K | 0.16% | 49 |
|
|
2022
Q3 | $432K | Sell |
1,520
-19
| -1% | -$5.4K | 0.27% | 41 |
|
|
2022
Q2 | $528K | Buy |
1,539
+14
| +0.9% | +$4.8K | 0.3% | 37 |
|
|
2022
Q1 | $578K | Sell |
1,525
-6
| -0.4% | -$2.27K | 0.31% | 38 |
|
|
2021
Q4 | $586K | Buy |
1,531
+11
| +0.7% | +$4.21K | 0.31% | 39 |
|
|
2021
Q3 | $553K | Hold |
1,520
| – | – | 0.28% | 41 |
|
|
2021
Q2 | $559K | Hold |
1,520
| – | – | 0.31% | 39 |
|
|
2021
Q1 | $574K | Hold |
1,520
| – | – | 0.33% | 40 |
|
|
2020
Q4 | $515K | Sell |
1,520
-200
| -12% | -$67.8K | 0.31% | 40 |
|
|
2020
Q3 | $589K | Hold |
1,720
| – | – | 0.42% | 31 |
|
|
2020
Q2 | $531K | Buy |
1,720
+200
| +13% | +$61.7K | 0.41% | 34 |
|
|
2020
Q1 | $414K | Hold |
1,520
| – | – | 0.39% | 37 |
|
|
2019
Q4 | $487K | Buy |
+1,520
| New | +$487K | 0.45% | 31 |
|