Capital Advisory Group Advisory Services’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 | $365K | Buy |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $223K | Hold |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $86K | Buy |
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|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $67K | Buy |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $33K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $275K | Buy |
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|
2019
Q3 | $44K | Buy |
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|
2019
Q2 | $34K | Buy |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Buy |
|