SHFA
SC&H Financial Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
2,849
| – | – | 0.27% | 47 |
|
|
2025
Q1 | $1.56M | Hold |
2,849
| – | – | 0.31% | 43 |
|
|
2024
Q4 | $1.5M | Hold |
2,849
| – | – | 0.31% | 45 |
|
|
2024
Q3 | $1.41M | Sell |
2,849
-98
| -3% | -$48.4K | 0.31% | 48 |
|
|
2024
Q2 | $1.3M | Sell |
2,947
-45
| -2% | -$19.9K | 0.32% | 48 |
|
|
2024
Q1 | $1.44M | Sell |
2,992
-119
| -4% | -$57.3K | 0.38% | 44 |
|
|
2023
Q4 | $1.33M | Hold |
3,111
| – | – | 0.38% | 44 |
|
|
2023
Q3 | $1.23M | Hold |
3,111
| – | – | 0.41% | 40 |
|
|
2023
Q2 | $1.22M | Buy |
3,111
+259
| +9% | +$102K | 0.4% | 45 |
|
|
2023
Q1 | $1.04M | Buy |
2,852
+321
| +13% | +$117K | 0.38% | 52 |
|
|
2022
Q4 | $880K | Sell |
2,531
-169
| -6% | -$58.8K | 0.36% | 57 |
|
|
2022
Q3 | $768K | Sell |
2,700
-341
| -11% | -$97K | 0.38% | 55 |
|
|
2022
Q2 | $959K | Buy |
3,041
+380
| +14% | +$120K | 0.45% | 48 |
|
|
2022
Q1 | $951K | Sell |
2,661
-10
| -0.4% | -$3.57K | 0.45% | 50 |
|
|
2021
Q4 | $960K | Buy |
+2,671
| New | +$960K | 0.53% | 44 |
|