Garrett Wealth Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
1,171
+346
| +42% | +$194K | 0.14% | 51 |
|
|
2025
Q1 | $452K | Buy |
825
+275
| +50% | +$151K | 0.1% | 62 |
|
|
2024
Q4 | $290K | Buy |
550
+90
| +20% | +$47.4K | 0.07% | 78 |
|
|
2024
Q3 | $227K | Hold |
460
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $203K | Buy |
+460
| New | +$203K | 0.07% | 82 |
|
|
2019
Q4 | – | Sell |
-275
| Closed | -$74.7K | – | 397 |
|
|
2019
Q3 | $74.7K | Buy |
+275
| New | +$74.7K | 0.05% | 101 |
|