GGM Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,100
| Closed | -$921K | – | 142 |
|
|
2023
Q4 | $921K | Hold |
2,100
| – | – | 0.38% | 51 |
|
|
2023
Q3 | $831K | Hold |
2,100
| – | – | 0.36% | 50 |
|
|
2023
Q2 | $835K | Buy |
+2,100
| New | +$835K | 0.34% | 54 |
|
|
2023
Q1 | – | Sell |
-2,100
| Closed | -$772K | – | 101 |
|
|
2022
Q4 | $772K | Hold |
2,100
| – | – | 0.4% | 48 |
|
|
2022
Q3 | $653K | Hold |
2,100
| – | – | 0.35% | 56 |
|
|
2022
Q2 | $678K | Hold |
2,100
| – | – | 0.38% | 55 |
|
|
2022
Q1 | $764K | Buy |
+2,100
| New | +$764K | 0.38% | 55 |
|