Icon Wealth Advisors’s Mastercard MA Stock Holding History

Icon Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.61M	Buy
2025 Q1	$7.04M	Buy
2024 Q4	$6.75M	Sell
2024 Q3	$6.34M	Sell
2024 Q2	$6.09M	Buy
2024 Q1	$5.68M	Buy
2023 Q4	$4.43M	Buy
2022 Q4	$4.87M	Sell
2022 Q3	$5.43M	Buy