AWA
Amplius Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
1,087
-372
| -25% | -$209K | 0.06% | 105 |
|
|
2025
Q1 | $800K | Buy |
1,459
+51
| +4% | +$28K | 0.08% | 85 |
|
|
2024
Q4 | $741K | Buy |
1,408
+1
| +0.1% | +$527 | 0.08% | 86 |
|
|
2024
Q3 | $695K | Sell |
1,407
-5
| -0.4% | -$2.47K | 0.08% | 82 |
|
|
2024
Q2 | $623K | Hold |
1,412
| – | – | 0.07% | 87 |
|
|
2024
Q1 | $680K | Buy |
1,412
+18
| +1% | +$8.67K | 0.08% | 85 |
|
|
2023
Q4 | $595K | Sell |
1,394
-26
| -2% | -$11.1K | 0.07% | 87 |
|
|
2023
Q3 | $562K | Buy |
1,420
+5
| +0.4% | +$1.98K | 0.08% | 89 |
|
|
2023
Q2 | $557K | Sell |
1,415
-10
| -0.7% | -$3.93K | 0.08% | 92 |
|
|
2023
Q1 | $518K | Buy |
1,425
+59
| +4% | +$21.4K | 0.07% | 91 |
|
|
2022
Q4 | $475K | Buy |
1,366
+44
| +3% | +$15.3K | 0.08% | 91 |
|
|
2022
Q3 | $376K | Buy |
+1,322
| New | +$376K | 0.07% | 102 |
|
|
2022
Q1 | – | Sell |
-314
| Closed | -$112K | – | 598 |
|
|
2021
Q4 | $112K | Buy |
+314
| New | +$112K | 0.02% | 234 |
|