YHB Investment 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 | $2.39M | Buy |
4,251
+86
| +2% | +$48.3K | 0.18% | 112 |
|
|
2025
Q1 | $2.28M | Sell |
4,165
-127
| -3% | -$69.6K | 0.19% | 112 |
|
|
2024
Q4 | $2.26M | Buy |
4,292
+141
| +3% | +$74.2K | 0.19% | 110 |
|
|
2024
Q3 | $2.05M | Buy |
4,151
+211
| +5% | +$104K | 0.17% | 116 |
|
|
2024
Q2 | $1.74M | Buy |
3,940
+203
| +5% | +$89.6K | 0.15% | 128 |
|
|
2024
Q1 | $1.8M | Sell |
3,737
-67
| -2% | -$32.3K | 0.16% | 122 |
|
|
2023
Q4 | $1.62M | Buy |
3,804
+31
| +0.8% | +$13.2K | 0.16% | 125 |
|
|
2023
Q3 | $1.49M | Buy |
3,773
+61
| +2% | +$24.2K | 0.14% | 131 |
|
|
2023
Q2 | $1.46M | Sell |
3,712
-97
| -3% | -$38.2K | 0.14% | 131 |
|
|
2023
Q1 | $1.38M | Buy |
3,809
+41
| +1% | +$14.9K | 0.14% | 130 |
|
|
2022
Q4 | $1.31M | Buy |
3,768
+44
| +1% | +$15.3K | 0.14% | 131 |
|
|
2022
Q3 | $1.06M | Buy |
3,724
+125
| +3% | +$35.5K | 0.12% | 137 |
|
|
2022
Q2 | $1.14M | Sell |
3,599
-125
| -3% | -$39.4K | 0.12% | 134 |
|
|
2022
Q1 | $1.33M | Buy |
3,724
+178
| +5% | +$63.6K | 0.12% | 143 |
|
|
2021
Q4 | $1.27M | Buy |
3,546
+90
| +3% | +$32.3K | 0.1% | 157 |
|
|
2021
Q3 | $1.2M | Sell |
3,456
-5
| -0.1% | -$1.74K | 0.1% | 157 |
|
|
2021
Q2 | $1.26M | Sell |
3,461
-100
| -3% | -$36.5K | 0.11% | 156 |
|
|
2021
Q1 | $1.38M | Sell |
3,561
-760
| -18% | -$293K | 0.12% | 152 |
|
|
2020
Q4 | $1.54M | Buy |
4,321
+81
| +2% | +$28.9K | 0.15% | 134 |
|
|
2020
Q3 | $1.43M | Buy |
4,240
+755
| +22% | +$255K | 0.16% | 125 |
|
|
2020
Q2 | $1.03M | Buy |
3,485
+250
| +8% | +$74K | 0.15% | 105 |
|
|
2020
Q1 | $781K | Buy |
3,235
+375
| +13% | +$90.5K | 0.13% | 111 |
|
|
2019
Q4 | $854K | Buy |
2,860
+10
| +0.4% | +$2.99K | 0.12% | 117 |
|
|
2019
Q3 | $774K | Sell |
2,850
-5
| -0.2% | -$1.36K | 0.12% | 119 |
|
|
2019
Q2 | $755K | Sell |
2,855
-580
| -17% | -$153K | 0.12% | 124 |
|
|
2019
Q1 | $809K | Buy |
3,435
+17
| +0.5% | +$4K | 0.13% | 124 |
|
|
2018
Q4 | $645K | Sell |
3,418
-110
| -3% | -$20.8K | 0.12% | 124 |
|
|
2018
Q3 | $785K | Buy |
3,528
+90
| +3% | +$20K | 0.12% | 128 |
|
|
2018
Q2 | $676K | Buy |
3,438
+40
| +1% | +$7.87K | 0.11% | 128 |
|
|
2018
Q1 | $595K | Sell |
3,398
-20
| -0.6% | -$3.5K | 0.1% | 130 |
|
|
2017
Q4 | $517K | Hold |
3,418
| – | – | 0.09% | 132 |
|
|
2017
Q3 | $483K | Sell |
3,418
-90
| -3% | -$12.7K | 0.09% | 130 |
|
|
2017
Q2 | $426K | Sell |
3,508
-40
| -1% | -$4.86K | 0.07% | 136 |
|
|
2017
Q1 | $413K | Buy |
3,548
+260
| +8% | +$30.3K | 0.08% | 137 |
|
|
2016
Q4 | $339K | Buy |
3,288
+140
| +4% | +$14.4K | 0.07% | 138 |
|
|
2016
Q3 | $320K | Buy |
3,148
+300
| +11% | +$30.5K | 0.08% | 140 |
|
|
2016
Q2 | $251K | Buy |
2,848
+650
| +30% | +$57.3K | 0.06% | 150 |
|
|
2016
Q1 | $208K | Buy |
+2,198
| New | +$208K | 0.06% | 146 |
|