HHM Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $448K | Buy |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $191K | Hold |
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|
2020
Q1 | $156K | Buy |
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