GWA
Gratus Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
2,467
-14
| -0.6% | -$7.87K | 0.21% | 43 |
|
|
2025
Q1 | $1.36M | Sell |
2,481
-31
| -1% | -$17K | 0.22% | 41 |
|
|
2024
Q4 | $1.32M | Sell |
2,512
-29
| -1% | -$15.3K | 0.21% | 44 |
|
|
2024
Q3 | $1.25M | Buy |
2,541
+111
| +5% | +$54.5K | 0.2% | 53 |
|
|
2024
Q2 | $1.08M | Buy |
2,430
+33
| +1% | +$14.6K | 0.19% | 49 |
|
|
2024
Q1 | $1.09M | Sell |
2,397
-74
| -3% | -$33.6K | 0.2% | 47 |
|
|
2023
Q4 | $1.05M | Buy |
+2,471
| New | +$1.05M | 0.21% | 52 |
|