Guardian Wealth Advisors (North Carolina)’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
2,407
+4
| +0.2% | +$2.25K | 0.1% | 112 |
|
|
2025
Q1 | $1.32M | Buy |
2,403
+120
| +5% | +$65.8K | 0.11% | 107 |
|
|
2024
Q4 | $1.2M | Buy |
2,283
+396
| +21% | +$209K | 0.09% | 115 |
|
|
2024
Q3 | $932K | Sell |
1,887
-30
| -2% | -$14.8K | 0.1% | 110 |
|
|
2024
Q2 | $846K | Sell |
1,917
-5
| -0.3% | -$2.21K | 0.1% | 112 |
|
|
2024
Q1 | $925K | Sell |
1,922
-32
| -2% | -$15.4K | 0.11% | 105 |
|
|
2023
Q4 | $833K | Sell |
1,954
-201
| -9% | -$85.7K | 0.13% | 99 |
|
|
2023
Q3 | $853K | Buy |
2,155
+178
| +9% | +$70.5K | 0.15% | 87 |
|
|
2023
Q2 | $777K | Buy |
1,977
+258
| +15% | +$101K | 0.13% | 90 |
|
|
2023
Q1 | $625K | Sell |
1,719
-223
| -11% | -$81K | 0.11% | 99 |
|
|
2022
Q4 | $675K | Sell |
1,942
-70
| -3% | -$24.3K | 0.13% | 93 |
|
|
2022
Q3 | $572K | Buy |
2,012
+142
| +8% | +$40.4K | 0.11% | 94 |
|
|
2022
Q2 | $590K | Buy |
1,870
+458
| +32% | +$145K | 0.11% | 93 |
|
|
2022
Q1 | $505K | Sell |
1,412
-67
| -5% | -$24K | 0.22% | 83 |
|
|
2021
Q4 | $531K | Buy |
+1,479
| New | +$531K | 0.23% | 85 |
|