HWA
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HMV Wealth Advisors’s Mastercard MA Stock Holding History

HMV Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$755K Sell
1,343
-1,073
-44% -$603K 0.49% 37
2025
Q1 		$1.32M Sell
2,416
-55
-2% -$30.1K 1.05% 29
2024
Q4 		$1.3M Buy
+2,471
New +$1.3M 1.3% 26