Avantax Advisory Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
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|
2025
Q1 | $26.6M | Buy |
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|
2024
Q4 | $23.4M | Buy |
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|
2024
Q3 | $20.5M | Buy |
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|
2024
Q2 | $18.1M | Buy |
|
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|
2024
Q1 | $9.69M | Buy |
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|
2023
Q4 | $8.03M | Sell |
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|
2023
Q3 | $7.55M | Buy |
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|
2023
Q2 | $7.02M | Sell |
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|
2023
Q1 | $7.43M | Buy |
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|
2022
Q4 | $6.98M | Buy |
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|
2022
Q3 | $5.26M | Sell |
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|
2022
Q2 | $6.02M | Buy |
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|
2022
Q1 | $6.83M | Sell |
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|
2021
Q4 | $6.89M | Buy |
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|
2021
Q3 | $6.52M | Buy |
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|
2021
Q2 | $6.33M | Sell |
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|
2021
Q1 | $6.37M | Buy |
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|
2020
Q4 | $6.02M | Sell |
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|
2020
Q3 | $11.8M | Buy |
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|
2020
Q2 | $4.67M | Buy |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $5.58M | Buy |
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|
2019
Q3 | $3.41M | Buy |
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|
2019
Q2 | $3.18M | Buy |
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|
2019
Q1 | $2.04M | Sell |
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|
2018
Q4 | $1.82M | Buy |
|