Aletheian Wealth 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 | $541K | Buy |
962
+16
| +2% | +$8.99K | 0.27% | 54 |
|
|
2025
Q1 | $519K | Buy |
946
+117
| +14% | +$64.1K | 0.29% | 57 |
|
|
2024
Q4 | $437K | Buy |
829
+53
| +7% | +$27.9K | 0.26% | 57 |
|
|
2024
Q3 | $383K | Buy |
776
+11
| +1% | +$5.43K | 0.22% | 60 |
|
|
2024
Q2 | $337K | Buy |
765
+127
| +20% | +$56K | 0.18% | 69 |
|
|
2024
Q1 | $307K | Buy |
638
+104
| +19% | +$50.1K | 0.17% | 69 |
|
|
2023
Q4 | $228K | Sell |
534
-52
| -9% | -$22.2K | 0.15% | 74 |
|
|
2023
Q3 | $232K | Buy |
586
+1
| +0.2% | +$396 | 0.18% | 70 |
|
|
2023
Q2 | $230K | Buy |
+585
| New | +$230K | 0.16% | 74 |
|