FVWA
Foster Victor Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
49,586
+941
| +2% | +$532K | 1.9% | 6 |
|
|
2025
Q1 | $24.8M | Buy |
48,645
+203
| +0.4% | +$103K | 1.99% | 6 |
|
|
2024
Q4 | $25.4M | Buy |
48,442
+1,672
| +4% | +$877K | 1.95% | 5 |
|
|
2024
Q3 | $23.4M | Buy |
46,770
+1,274
| +3% | +$637K | 1.87% | 5 |
|
|
2024
Q2 | $20.2M | Buy |
45,496
+1,502
| +3% | +$666K | 1.69% | 10 |
|
|
2024
Q1 | $20.6M | Buy |
43,994
+1,242
| +3% | +$582K | 1.88% | 8 |
|
|
2023
Q4 | $18M | Buy |
42,752
+612
| +1% | +$258K | 1.85% | 8 |
|
|
2023
Q3 | $16.8M | Buy |
42,140
+225
| +0.5% | +$89.5K | 1.95% | 7 |
|
|
2023
Q2 | $16.5M | Buy |
41,915
+2,120
| +5% | +$837K | 1.84% | 10 |
|
|
2023
Q1 | $14.5M | Buy |
39,795
+731
| +2% | +$266K | 1.76% | 13 |
|
|
2022
Q4 | $14.4M | Sell |
39,064
-1,473
| -4% | -$542K | 1.83% | 8 |
|
|
2022
Q3 | $12.1M | Buy |
40,537
+1,677
| +4% | +$502K | 1.77% | 11 |
|
|
2022
Q2 | $12.4M | Sell |
38,860
-741
| -2% | -$237K | 1.85% | 8 |
|
|
2022
Q1 | $14M | Sell |
39,601
-1,430
| -3% | -$506K | 1.92% | 10 |
|
|
2021
Q4 | $15.1M | Buy |
41,031
+4,741
| +13% | +$1.74M | 2.05% | 11 |
|
|
2021
Q3 | $12.6M | Buy |
36,290
+4,178
| +13% | +$1.45M | 2.02% | 10 |
|
|
2021
Q2 | $11.7M | Buy |
32,112
+2,137
| +7% | +$780K | 1.96% | 14 |
|
|
2021
Q1 | $11.3M | Buy |
29,975
+5,566
| +23% | +$2.1M | 2.11% | 9 |
|
|
2020
Q4 | $8.71M | Buy |
24,409
+4,185
| +21% | +$1.49M | 1.99% | 11 |
|
|
2020
Q3 | $6.84M | Buy |
20,224
+3,044
| +18% | +$1.03M | 1.85% | 13 |
|
|
2020
Q2 | $5.08M | Buy |
17,180
+3,251
| +23% | +$961K | 1.69% | 16 |
|
|
2020
Q1 | $3.42M | Buy |
13,929
+3,357
| +32% | +$824K | 1.5% | 28 |
|
|
2019
Q4 | $3.23M | Buy |
10,572
+1,826
| +21% | +$557K | 1.4% | 21 |
|
|
2019
Q3 | $2.38M | Buy |
8,746
+4,145
| +90% | +$1.13M | 1.32% | 20 |
|
|
2019
Q2 | $1.25M | Buy |
4,601
+1,905
| +71% | +$517K | 0.92% | 16 |
|
|
2019
Q1 | $635K | Buy |
2,696
+625
| +30% | +$147K | 0.49% | 44 |
|
|
2018
Q4 | $391K | Buy |
+2,071
| New | +$391K | 0.37% | 48 |
|