BIA
Benchmark Investment Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3M | Buy |
5,474
+114
| +2% | +$62.5K | 1.94% | 14 |
|
|
2024
Q4 | $2.82M | Buy |
5,360
+69
| +1% | +$36.3K | 1.84% | 14 |
|
|
2024
Q3 | $2.61M | Sell |
5,291
-1,351
| -20% | -$667K | 1.86% | 15 |
|
|
2024
Q2 | $2.93M | Buy |
6,642
+1,116
| +20% | +$492K | 2.12% | 12 |
|
|
2024
Q1 | $2.66M | Sell |
5,526
-5
| -0.1% | -$2.41K | 2.1% | 11 |
|
|
2023
Q4 | $2.36M | Sell |
5,531
-102
| -2% | -$43.5K | 2.19% | 11 |
|
|
2023
Q3 | $2.23M | Sell |
5,633
-69
| -1% | -$27.3K | 2.25% | 8 |
|
|
2023
Q2 | $2.24M | Sell |
5,702
-2,308
| -29% | -$908K | 2.07% | 13 |
|
|
2023
Q1 | $2.91M | Buy |
8,010
+2,139
| +36% | +$777K | 2.99% | 4 |
|
|
2022
Q4 | $2.04M | Sell |
5,871
-838
| -12% | -$291K | 2.16% | 12 |
|
|
2022
Q3 | $1.91M | Sell |
6,709
-212
| -3% | -$60.3K | 2.06% | 16 |
|
|
2022
Q2 | $2.18M | Sell |
6,921
-623
| -8% | -$197K | 2.28% | 10 |
|
|
2022
Q1 | $2.7M | Buy |
7,544
+27
| +0.4% | +$9.65K | 2.03% | 8 |
|
|
2021
Q4 | $2.7M | Buy |
+7,517
| New | +$2.7M | 2.23% | 10 |
|