Atria Wealth Solutions’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Sell |
10,525
-37,020
| -78% | -$20.8M | 0.13% | 181 |
|
|
2025
Q1 | $26.1M | Sell |
47,545
-3,547
| -7% | -$1.94M | 0.31% | 66 |
|
|
2024
Q4 | $26.9M | Sell |
51,092
-4,475
| -8% | -$2.36M | 0.29% | 69 |
|
|
2024
Q3 | $27.4M | Sell |
55,567
-2,259
| -4% | -$1.12M | 0.3% | 67 |
|
|
2024
Q2 | $25.5M | Sell |
57,826
-2,157
| -4% | -$952K | 0.28% | 67 |
|
|
2024
Q1 | $28.9M | Sell |
59,983
-1,129
| -2% | -$544K | 0.33% | 53 |
|
|
2023
Q4 | $26.1M | Buy |
61,112
+2,802
| +5% | +$1.2M | 0.33% | 57 |
|
|
2023
Q3 | $23.1M | Buy |
58,310
+2,267
| +4% | +$898K | 0.32% | 61 |
|
|
2023
Q2 | $22M | Buy |
56,043
+1,289
| +2% | +$507K | 0.3% | 71 |
|
|
2023
Q1 | $19.9M | Sell |
54,754
-631
| -1% | -$229K | 0.29% | 76 |
|
|
2022
Q4 | $19.3M | Sell |
55,385
-2,577
| -4% | -$896K | 0.31% | 74 |
|
|
2022
Q3 | $16.5M | Sell |
57,962
-1,256
| -2% | -$357K | 0.28% | 81 |
|
|
2022
Q2 | $18.7M | Buy |
59,218
+8,781
| +17% | +$2.77M | 0.35% | 63 |
|
|
2022
Q1 | $18M | Buy |
+50,437
| New | +$18M | 0.3% | 68 |
|