Consilio 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 | $534K | Sell |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $833K | Sell |
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|
2024
Q3 | $942K | Buy |
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|
2024
Q2 | $802K | Buy |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $737K | Buy |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $372K | Buy |
|