GA
Goldstein Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
739
-799
| -52% | -$449K | 0.06% | 105 |
|
|
2025
Q1 | $843K | Buy |
1,538
+37
| +2% | +$20.3K | 0.12% | 64 |
|
|
2024
Q4 | $790K | Sell |
1,501
-15
| -1% | -$7.9K | 0.11% | 68 |
|
|
2024
Q3 | $749K | Buy |
1,516
+20
| +1% | +$9.88K | 0.11% | 67 |
|
|
2024
Q2 | $660K | Hold |
1,496
| – | – | 0.11% | 64 |
|
|
2024
Q1 | $720K | Buy |
1,496
+2
| +0.1% | +$963 | 0.12% | 64 |
|
|
2023
Q4 | $637K | Sell |
1,494
-39
| -3% | -$16.6K | 0.11% | 90 |
|
|
2023
Q3 | $607K | Sell |
1,533
-16
| -1% | -$6.34K | 0.13% | 63 |
|
|
2023
Q2 | $609K | Sell |
1,549
-3
| -0.2% | -$1.18K | 0.13% | 64 |
|
|
2023
Q1 | $564K | Buy |
1,552
+197
| +15% | +$71.6K | 0.12% | 69 |
|
|
2022
Q4 | $471K | Buy |
+1,355
| New | +$471K | 0.11% | 77 |
|