FRG Family 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 | $1.19M | Sell |
|
|||||
|
2025
Q1 | $1.25M | Sell |
|
|||||
|
2024
Q4 | $1.22M | Sell |
|
|||||
|
2024
Q3 | $1.15M | Hold |
|
|||||
|
2024
Q2 | $1.04M | Sell |
|
|||||
|
2024
Q1 | $1.05M | Hold |
|
|||||
|
2023
Q4 | $993K | Buy |
|
|||||
|
2023
Q3 | $823K | Buy |
|
|||||
|
2023
Q2 | $787K | Sell |
|
|||||
|
2023
Q1 | $763K | Sell |
|
|||||
|
2022
Q4 | $744K | Sell |
|
|||||
|
2022
Q3 | $634K | Sell |
|
|||||
|
2022
Q2 | $716K | Hold |
|
|||||
|
2022
Q1 | $811K | Hold |
|
|||||
|
2021
Q4 | $816K | Sell |
|
|||||
|
2021
Q3 | $899K | Hold |
|
|||||
|
2021
Q2 | $944K | Buy |
|
|||||
|
2021
Q1 | $898K | Hold |
|
|||||
|
2020
Q4 | $900K | Sell |
|
|||||
|
2020
Q3 | $873K | Hold |
|
|||||
|
2020
Q2 | $763K | Sell |
|
|||||
|
2020
Q1 | $648K | Buy |
|
|||||
|
2019
Q4 | $713K | Hold |
|
|||||
|
2019
Q3 | $649K | Hold |
|
|||||
|
2019
Q2 | $632K | Hold |
|
|||||
|
2019
Q1 | $562K | Hold |
|
|||||
|
2018
Q4 | $450K | Sell |
|
|||||
|
2018
Q3 | $564K | Hold |
|
|||||
|
2018
Q2 | $498K | Sell |
|
|||||
|
2018
Q1 | $452K | Hold |
|
|||||
|
2017
Q4 | $391K | Sell |
|
|||||
|
2017
Q3 | $370K | Buy |
|
|||||
|
2017
Q2 | $290K | Hold |
|
|||||
|
2017
Q1 | $269K | Hold |
|
|||||
|
2016
Q4 | $247K | Buy |
|
|||||
|
2016
Q3 | $219K | Buy |
|