APWA
Atlas Private Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
1,337
+60
| +5% | +$33.7K | 0.1% | 103 |
|
|
2025
Q1 | $700K | Buy |
1,277
+109
| +9% | +$59.8K | 0.1% | 93 |
|
|
2024
Q4 | $615K | Hold |
1,168
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $577K | Hold |
1,168
| – | – | 0.08% | 92 |
|
|
2024
Q2 | $515K | Buy |
1,168
+584
| +100% | +$258K | 0.08% | 94 |
|
|
2024
Q1 | $281K | Sell |
584
-384
| -40% | -$185K | 0.09% | 90 |
|
|
2023
Q4 | $413K | Sell |
968
-32
| -3% | -$13.7K | 0.08% | 98 |
|
|
2023
Q3 | $396K | Buy |
+1,000
| New | +$396K | 0.07% | 122 |
|
|
2021
Q4 | – | Sell |
-67
| Closed | -$23K | – | 484 |
|
|
2021
Q3 | $23K | Sell |
67
-12
| -15% | -$4.12K | 0.01% | 334 |
|
|
2021
Q2 | $29K | Buy |
79
+18
| +30% | +$6.61K | 0.02% | 299 |
|
|
2021
Q1 | $22K | Buy |
61
+38
| +165% | +$13.7K | 0.01% | 354 |
|
|
2020
Q4 | $8K | Buy |
23
+10
| +77% | +$3.48K | 0.01% | 450 |
|
|
2020
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 535 |
|