BA
Bellwether Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
4,715
+4,534
| +2,505% | +$2.55M | 0.45% | 52 |
|
|
2025
Q1 | $99.2K | Hold |
181
| – | – | 0.02% | 173 |
|
|
2024
Q4 | $95.3K | Buy |
+181
| New | +$95.3K | 0.02% | 188 |
|
|
2023
Q4 | – | Sell |
-3,971
| Closed | -$1.57M | – | 130 |
|
|
2023
Q3 | $1.57M | Buy |
+3,971
| New | +$1.57M | 0.43% | 52 |
|
|
2023
Q2 | – | Sell |
-163
| Closed | -$59.2K | – | 302 |
|
|
2023
Q1 | $59.2K | Sell |
163
-2,472
| -94% | -$898K | 0.02% | 181 |
|
|
2022
Q4 | $916K | Buy |
2,635
+2,574
| +4,220% | +$895K | 0.27% | 63 |
|
|
2022
Q3 | $17K | Buy |
61
+45
| +281% | +$12.5K | 0.01% | 228 |
|
|
2022
Q2 | $5K | Sell |
16
-43
| -73% | -$13.4K | ﹤0.01% | 281 |
|
|
2022
Q1 | $21K | Hold |
59
| – | – | 0.01% | 251 |
|
|
2021
Q4 | $21K | Hold |
59
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $20K | Buy |
59
+43
| +269% | +$14.6K | 0.01% | 249 |
|
|
2021
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 322 |
|
|
2021
Q1 | $5K | Hold |
16
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 267 |
|