SFPG
Stonebridge Financial Planning Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
3,441
-97
| -3% | -$54.5K | 0.81% | 39 |
|
|
2025
Q1 | $1.94M | Sell |
3,538
-76
| -2% | -$41.7K | 0.89% | 36 |
|
|
2024
Q4 | $1.9M | Sell |
3,614
-135
| -4% | -$71.1K | 0.85% | 35 |
|
|
2024
Q3 | $1.85M | Hold |
3,749
| – | – | 0.88% | 34 |
|
|
2024
Q2 | $1.65M | Sell |
3,749
-165
| -4% | -$72.8K | 0.83% | 36 |
|
|
2024
Q1 | $1.88M | Sell |
3,914
-70
| -2% | -$33.7K | 1% | 29 |
|
|
2023
Q4 | $1.7M | Hold |
3,984
| – | – | 0.98% | 28 |
|
|
2023
Q3 | $1.58M | Sell |
3,984
-100
| -2% | -$39.6K | 1.01% | 30 |
|
|
2023
Q2 | $1.61M | Buy |
4,084
+23
| +0.6% | +$9.05K | 0.98% | 31 |
|
|
2023
Q1 | $1.48M | Sell |
4,061
-114
| -3% | -$41.4K | 0.95% | 30 |
|
|
2022
Q4 | $1.45M | Hold |
4,175
| – | – | 0.97% | 33 |
|
|
2022
Q3 | $1.19M | Sell |
4,175
-67
| -2% | -$19K | 0.83% | 41 |
|
|
2022
Q2 | $1.34M | Sell |
4,242
-294
| -6% | -$92.7K | 0.91% | 35 |
|
|
2022
Q1 | $1.62M | Sell |
4,536
-124
| -3% | -$44.3K | 0.91% | 36 |
|
|
2021
Q4 | $1.78M | Sell |
4,660
-298
| -6% | -$114K | 0.94% | 30 |
|
|
2021
Q3 | $1.63M | Sell |
4,958
-152
| -3% | -$50.1K | 0.8% | 36 |
|
|
2021
Q2 | $1.92M | Buy |
5,110
+85
| +2% | +$31.9K | 1.02% | 28 |
|
|
2021
Q1 | $1.91M | Sell |
5,025
-90
| -2% | -$34.2K | 1.12% | 28 |
|
|
2020
Q4 | $1.83M | Buy |
5,115
+200
| +4% | +$71.4K | 1.16% | 27 |
|
|
2020
Q3 | $1.67M | Buy |
4,915
+175
| +4% | +$59.4K | 1.2% | 23 |
|
|
2020
Q2 | $1.43M | Buy |
4,740
+175
| +4% | +$52.9K | 1.22% | 24 |
|
|
2020
Q1 | $1.24M | Sell |
4,565
-70
| -2% | -$19K | 1.23% | 23 |
|
|
2019
Q4 | $1.38M | Buy |
+4,635
| New | +$1.38M | 1.25% | 25 |
|