Amplius Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Sell |
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|
2025
Q2 | $611K | Sell |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $695K | Sell |
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|
2024
Q2 | $623K | Hold |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $112K | Buy |
|