GAG
GM Advisory Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
3,869
+1,142
| +42% | +$642K | 0.11% | 94 |
|
|
2025
Q1 | $1.49M | Sell |
2,727
-8
| -0.3% | -$4.39K | 0.08% | 102 |
|
|
2024
Q4 | $1.44M | Buy |
2,735
+4
| +0.1% | +$2.11K | 0.08% | 97 |
|
|
2024
Q3 | $1.35M | Buy |
2,731
+24
| +0.9% | +$11.9K | 0.08% | 97 |
|
|
2024
Q2 | $1.19M | Buy |
2,707
+38
| +1% | +$16.8K | 0.08% | 104 |
|
|
2024
Q1 | $1.29M | Buy |
2,669
+538
| +25% | +$259K | 0.09% | 95 |
|
|
2023
Q4 | $909K | Buy |
2,131
+276
| +15% | +$118K | 0.07% | 101 |
|
|
2023
Q3 | $734K | Buy |
1,855
+246
| +15% | +$97.4K | 0.06% | 100 |
|
|
2023
Q2 | $633K | Buy |
1,609
+725
| +82% | +$285K | 0.05% | 106 |
|
|
2023
Q1 | $321K | Buy |
884
+13
| +1% | +$4.72K | 0.03% | 144 |
|
|
2022
Q4 | $303K | Hold |
871
| – | – | 0.03% | 137 |
|
|
2022
Q3 | $248K | Sell |
871
-290
| -25% | -$82.6K | 0.03% | 156 |
|
|
2022
Q2 | $366K | Sell |
1,161
-272
| -19% | -$85.7K | 0.06% | 129 |
|
|
2022
Q1 | $512K | Hold |
1,433
| – | – | 0.06% | 122 |
|
|
2021
Q4 | $515K | Buy |
1,433
+12
| +0.8% | +$4.31K | 0.05% | 126 |
|
|
2021
Q3 | $494K | Sell |
1,421
-126
| -8% | -$43.8K | 0.05% | 127 |
|
|
2021
Q2 | $565K | Buy |
1,547
+124
| +9% | +$45.3K | 0.06% | 121 |
|
|
2021
Q1 | $507K | Sell |
1,423
-322
| -18% | -$115K | 0.06% | 117 |
|
|
2020
Q4 | $623K | Sell |
1,745
-756
| -30% | -$270K | 0.08% | 92 |
|
|
2020
Q3 | $846K | Hold |
2,501
| – | – | 0.13% | 69 |
|
|
2020
Q2 | $740K | Buy |
2,501
+770
| +44% | +$228K | 0.14% | 79 |
|
|
2020
Q1 | $418K | Buy |
1,731
+600
| +53% | +$145K | 0.11% | 80 |
|
|
2019
Q4 | $338K | Sell |
1,131
-1,462
| -56% | -$437K | 0.1% | 64 |
|
|
2019
Q3 | $704K | Buy |
2,593
+100
| +4% | +$27.2K | 0.22% | 48 |
|
|
2019
Q2 | $659K | Buy |
2,493
+350
| +16% | +$92.5K | 0.21% | 52 |
|
|
2019
Q1 | $505K | Sell |
2,143
-200
| -9% | -$47.1K | 0.17% | 59 |
|
|
2018
Q4 | $442K | Sell |
2,343
-550
| -19% | -$104K | 0.16% | 61 |
|
|
2018
Q3 | $644K | Sell |
2,893
-600
| -17% | -$134K | 0.2% | 58 |
|
|
2018
Q2 | $686K | Buy |
3,493
+100
| +3% | +$19.6K | 0.2% | 54 |
|
|
2018
Q1 | $594K | Sell |
3,393
-160
| -5% | -$28K | 0.18% | 56 |
|
|
2017
Q4 | $538K | Buy |
3,553
+530
| +18% | +$80.3K | 0.15% | 65 |
|
|
2017
Q3 | $427K | Hold |
3,023
| – | – | 0.13% | 69 |
|
|
2017
Q2 | $367K | Sell |
3,023
-180
| -6% | -$21.9K | 0.12% | 78 |
|
|
2017
Q1 | $360K | Buy |
3,203
+100
| +3% | +$11.2K | 0.12% | 73 |
|
|
2016
Q4 | $320K | Buy |
+3,103
| New | +$320K | 0.11% | 82 |
|