RDFA
Ritter Daniher Financial Advisory’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
203
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $111K | Sell |
203
-21
| -9% | -$11.5K | 0.03% | 114 |
|
|
2024
Q4 | $118K | Hold |
224
| – | – | 0.03% | 109 |
|
|
2024
Q3 | $111K | Hold |
224
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $98.8K | Hold |
224
| – | – | 0.03% | 112 |
|
|
2024
Q1 | $108K | Hold |
224
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $95.5K | Sell |
224
-106
| -32% | -$45.2K | 0.04% | 115 |
|
|
2023
Q3 | $131K | Buy |
330
+51
| +18% | +$20.2K | 0.06% | 94 |
|
|
2023
Q2 | $110K | Hold |
279
| – | – | 0.05% | 101 |
|
|
2023
Q1 | $101K | Hold |
279
| – | – | 0.04% | 102 |
|
|
2022
Q4 | $97K | Buy |
279
+264
| +1,760% | +$91.8K | 0.05% | 103 |
|
|
2022
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 205 |
|
|
2022
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 196 |
|
|
2022
Q1 | $5K | Sell |
15
-25
| -63% | -$8.33K | ﹤0.01% | 197 |
|
|
2021
Q4 | $14K | Hold |
40
| – | – | 0.01% | 146 |
|
|
2021
Q3 | $14K | Hold |
40
| – | – | 0.01% | 145 |
|
|
2021
Q2 | $15K | Hold |
40
| – | – | 0.01% | 140 |
|
|
2021
Q1 | $14K | Hold |
40
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $14K | Buy |
+40
| New | +$14K | 0.01% | 129 |
|