Guardian Wealth Advisors (North Carolina)’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $932K | Sell |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $833K | Sell |
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|
2023
Q3 | $853K | Buy |
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|
2023
Q2 | $777K | Buy |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $675K | Sell |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $531K | Buy |
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