Alta 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 | $303K | Hold |
540
| – | – | 0.14% | 94 |
|
|
2025
Q1 | $296K | Buy |
540
+19
| +4% | +$10.4K | 0.14% | 114 |
|
|
2024
Q4 | $274K | Hold |
521
| – | – | 0.12% | 119 |
|
|
2024
Q3 | $257K | Sell |
521
-11
| -2% | -$5.43K | 0.12% | 114 |
|
|
2024
Q2 | $235K | Hold |
532
| – | – | 0.12% | 114 |
|
|
2024
Q1 | $256K | Buy |
532
+61
| +13% | +$29.4K | 0.13% | 114 |
|
|
2023
Q4 | $201K | Buy |
+471
| New | +$201K | 0.11% | 124 |
|
|
2021
Q1 | – | Sell |
-3,366
| Closed | -$1.2M | – | 139 |
|
|
2020
Q4 | $1.2M | Buy |
+3,366
| New | +$1.2M | 1.01% | 23 |
|