CWA
Canvas Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
1,666
+38
| +2% | +$21.6K | 0.19% | 72 |
|
|
2025
Q1 | $858K | Buy |
1,628
+421
| +35% | +$222K | 0.22% | 70 |
|
|
2024
Q4 | $636K | Buy |
1,207
+95
| +9% | +$50K | 0.16% | 86 |
|
|
2024
Q3 | $549K | Buy |
1,112
+309
| +38% | +$153K | 0.15% | 86 |
|
|
2024
Q2 | $359K | Sell |
803
-8
| -1% | -$3.58K | 0.11% | 97 |
|
|
2024
Q1 | $373K | Buy |
811
+172
| +27% | +$79.1K | 0.13% | 93 |
|
|
2023
Q4 | $274K | Sell |
639
-52
| -8% | -$22.3K | 0.1% | 104 |
|
|
2023
Q3 | $266K | Buy |
691
+14
| +2% | +$5.38K | 0.11% | 102 |
|
|
2023
Q2 | $274K | Sell |
677
-128
| -16% | -$51.8K | 0.1% | 112 |
|
|
2023
Q1 | $301K | Buy |
805
+16
| +2% | +$5.98K | 0.13% | 109 |
|
|
2022
Q4 | $291K | Buy |
+789
| New | +$291K | 0.12% | 113 |
|