BFWA
Benchmark Financial Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
545
+49
| +10% | +$27.5K | 0.1% | 89 |
|
|
2025
Q1 | $272K | Buy |
+496
| New | +$272K | 0.1% | 86 |
|
|
2024
Q2 | – | Sell |
-454
| Closed | -$218K | – | 91 |
|
|
2024
Q1 | $218K | Buy |
+454
| New | +$218K | 0.08% | 83 |
|
|
2022
Q2 | – | Sell |
-616
| Closed | -$220K | – | 77 |
|
|
2022
Q1 | $220K | Sell |
616
-32
| -5% | -$11.4K | 0.09% | 70 |
|
|
2021
Q4 | $233K | Sell |
648
-6
| -0.9% | -$2.16K | 0.1% | 63 |
|
|
2021
Q3 | $227K | Sell |
654
-67
| -9% | -$23.3K | 0.11% | 62 |
|
|
2021
Q2 | $263K | Buy |
721
+43
| +6% | +$15.7K | 0.13% | 52 |
|
|
2021
Q1 | $241K | Sell |
678
-305
| -31% | -$108K | 0.13% | 50 |
|
|
2020
Q4 | $351K | Sell |
983
-57
| -5% | -$20.4K | 0.19% | 42 |
|
|
2020
Q3 | $352K | Buy |
1,040
+197
| +23% | +$66.7K | 0.23% | 39 |
|
|
2020
Q2 | $249K | Buy |
+843
| New | +$249K | 0.18% | 44 |
|