AWP
Abacus Wealth Partners’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
762
+296
| +64% | +$166K | 0.07% | 63 |
|
|
2025
Q1 | $255K | Sell |
466
-21
| -4% | -$11.5K | 0.04% | 73 |
|
|
2024
Q4 | $256K | Buy |
487
+66
| +16% | +$34.8K | 0.04% | 71 |
|
|
2024
Q3 | $208K | Buy |
+421
| New | +$208K | 0.03% | 89 |
|
|
2021
Q1 | – | Sell |
-731
| Closed | -$261K | – | 114 |
|
|
2020
Q4 | $261K | Buy |
+731
| New | +$261K | 0.23% | 65 |
|