TFM
TFC Financial Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
2,760
-193
| -7% | -$108K | 0.21% | 36 |
|
|
2025
Q1 | $1.62M | Sell |
2,953
-3
| -0.1% | -$1.64K | 0.25% | 32 |
|
|
2024
Q4 | $1.56M | Sell |
2,956
-36
| -1% | -$19K | 0.25% | 34 |
|
|
2024
Q3 | $1.48M | Buy |
2,992
+34
| +1% | +$16.8K | 0.23% | 33 |
|
|
2024
Q2 | $1.3M | Sell |
2,958
-35
| -1% | -$15.4K | 0.23% | 38 |
|
|
2024
Q1 | $1.44M | Buy |
2,993
+574
| +24% | +$276K | 0.26% | 35 |
|
|
2023
Q4 | $1.03M | Hold |
2,419
| – | – | 0.21% | 40 |
|
|
2023
Q3 | $958K | Buy |
2,419
+17
| +0.7% | +$6.73K | 0.23% | 37 |
|
|
2023
Q2 | $945K | Buy |
2,402
+7
| +0.3% | +$2.75K | 0.23% | 34 |
|
|
2023
Q1 | $870K | Buy |
2,395
+11
| +0.5% | +$4K | 0.23% | 32 |
|
|
2022
Q4 | $829K | Buy |
2,384
+508
| +27% | +$177K | 0.24% | 32 |
|
|
2022
Q3 | $533K | Sell |
1,876
-31
| -2% | -$8.81K | 0.17% | 45 |
|
|
2022
Q2 | $602K | Hold |
1,907
| – | – | 0.18% | 41 |
|
|
2022
Q1 | $682K | Buy |
1,907
+99
| +5% | +$35.4K | 0.19% | 39 |
|
|
2021
Q4 | $650K | Buy |
1,808
+45
| +3% | +$16.2K | 0.2% | 42 |
|
|
2021
Q3 | $613K | Buy |
1,763
+71
| +4% | +$24.7K | 0.2% | 39 |
|
|
2021
Q2 | $618K | Buy |
1,692
+3
| +0.2% | +$1.1K | 0.21% | 37 |
|
|
2021
Q1 | $601K | Sell |
1,689
-30
| -2% | -$10.7K | 0.24% | 35 |
|
|
2020
Q4 | $614K | Buy |
1,719
+63
| +4% | +$22.5K | 0.26% | 34 |
|
|
2020
Q3 | $560K | Buy |
+1,656
| New | +$560K | 0.28% | 29 |
|