Resurgent Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
1,578
-40
| -2% | -$22.5K | 0.49% | 57 |
|
|
2025
Q1 | $887K | Buy |
1,618
+3
| +0.2% | +$1.64K | 0.53% | 51 |
|
|
2024
Q4 | $850K | Buy |
1,615
+64
| +4% | +$33.7K | 0.5% | 56 |
|
|
2024
Q3 | $766K | Sell |
1,551
-45
| -3% | -$22.2K | 0.45% | 63 |
|
|
2024
Q2 | $704K | Sell |
1,596
-9
| -0.6% | -$3.97K | 0.44% | 68 |
|
|
2024
Q1 | $773K | Sell |
1,605
-43
| -3% | -$20.7K | 0.41% | 71 |
|
|
2023
Q4 | $703K | Buy |
1,648
+220
| +15% | +$93.8K | 0.43% | 57 |
|
|
2023
Q3 | $565K | Sell |
1,428
-208
| -13% | -$82.3K | 0.39% | 66 |
|
|
2023
Q2 | $643K | Sell |
1,636
-41
| -2% | -$16.1K | 0.42% | 60 |
|
|
2023
Q1 | $609K | Sell |
1,677
-40
| -2% | -$14.5K | 0.41% | 61 |
|
|
2022
Q4 | $597K | Buy |
1,717
+63
| +4% | +$21.9K | 0.31% | 73 |
|
|
2022
Q3 | $470K | Sell |
1,654
-60
| -4% | -$17.1K | 0.31% | 89 |
|
|
2022
Q2 | $541K | Buy |
1,714
+58
| +4% | +$18.3K | 0.35% | 86 |
|
|
2022
Q1 | $592K | Buy |
1,656
+562
| +51% | +$201K | 0.37% | 75 |
|
|
2021
Q4 | $393K | Buy |
+1,094
| New | +$393K | 0.31% | 81 |
|