Benchmark Financial Wealth 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 | $404K | Buy |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q2 | $249K | Buy |
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