FSM 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
Q3 | $1.15M | Buy |
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|
2025
Q2 | $964K | Buy |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $738K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $267K | Buy |
|