Oxford Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
1,529
+137
| +10% | +$77K | 0.05% | 95 |
|
|
2025
Q1 | $763K | Sell |
1,392
-115
| -8% | -$63K | 0.05% | 97 |
|
|
2024
Q4 | $794K | Sell |
1,507
-90
| -6% | -$47.4K | 0.05% | 105 |
|
|
2024
Q3 | $789K | Sell |
1,597
-683
| -30% | -$337K | 0.05% | 99 |
|
|
2024
Q2 | $1.01M | Buy |
2,280
+898
| +65% | +$396K | 0.07% | 93 |
|
|
2024
Q1 | $666K | Sell |
1,382
-37
| -3% | -$17.8K | 0.05% | 105 |
|
|
2023
Q4 | $605K | Sell |
1,419
-63
| -4% | -$26.9K | 0.04% | 114 |
|
|
2023
Q3 | $587K | Sell |
1,482
-261
| -15% | -$103K | 0.05% | 106 |
|
|
2023
Q2 | $686K | Buy |
1,743
+980
| +128% | +$385K | 0.07% | 102 |
|
|
2023
Q1 | $277K | Sell |
763
-19
| -2% | -$6.91K | 0.03% | 159 |
|
|
2022
Q4 | $272K | Buy |
+782
| New | +$272K | 0.03% | 166 |
|
|
2021
Q3 | – | Sell |
-658
| Closed | -$240K | – | 249 |
|
|
2021
Q2 | $240K | Buy |
+658
| New | +$240K | 0.03% | 163 |
|