Beacon Pointe 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
$24.3M Sell
2025
Q2
$25.4M Sell
2025
Q1
$25.8M Buy
2024
Q4
$24.4M Sell
2024
Q3
$27M Buy
2024
Q2
$24.1M Sell
2024
Q1
$27.1M Sell
2023
Q4
$26.7M Buy
2023
Q3
$24.6M Buy
2023
Q2
$20.2M Sell
2023
Q1
$22.2M Buy
2022
Q4
$16.7M Sell
2022
Q3
$14.2M Sell
2022
Q2
$16M Sell
2022
Q1
$26.4M Buy
2021
Q4
$8.66M Sell
2021
Q3
$12.2M Buy
2021
Q2
$5.25M Buy
2021
Q1
$2.74M Buy
2020
Q4
$2.55M Buy
2020
Q3
$2.08M Buy
2020
Q2
$1.75M Buy
2020
Q1
$1.39M Buy