Cerro Pacific 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
Q2 | $735K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $387K | Hold |
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|
2024
Q2 | $387K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $750K | Buy |
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|
2021
Q2 | $531K | Buy |
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