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Inspirion Wealth Advisors’s Mastercard MA Stock Holding History

Inspirion Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.44M Sell
7,908
-1,027
-11% -$577K 0.59% 24
2025
Q1 		$4.9M Buy
8,935
+15
+0.2% +$8.22K 0.68% 21
2024
Q4 		$4.56M Hold
8,920
– – 0.64% 23
2024
Q3 		$4.4M Sell
8,920
-35
-0.4% -$17.3K 0.62% 23
2024
Q2 		$3.95M Buy
8,955
+12
+0.1% +$5.29K 0.6% 22
2024
Q1 		$4.31M Sell
8,943
-9
-0.1% -$4.33K 0.71% 21
2023
Q4 		$3.78M Buy
8,952
+15
+0.2% +$6.33K 0.68% 23
2023
Q3 		$3.54M Sell
8,937
-49
-0.5% -$19.4K 0.69% 26
2023
Q2 		$3.53M Buy
8,986
+32
+0.4% +$12.6K 0.68% 27
2023
Q1 		$3.25M Buy
8,954
+166
+2% +$60.3K 0.65% 26
2022
Q4 		$3.06M Buy
8,788
+2
+0% +$695 0.65% 29
2022
Q3 		$2.5M Buy
8,786
+1
+0% +$284 0.56% 28
2022
Q2 		$2.77M Sell
8,785
-4
-0% -$1.26K 0.61% 27
2022
Q1 		$3.14M Buy
8,789
+1,001
+13% +$358K 0.64% 23
2021
Q4 		$2.8M Sell
7,788
-24
-0.3% -$8.62K 0.59% 25
2021
Q3 		$2.72M Buy
7,812
+501
+7% +$174K 0.62% 26
2021
Q2 		$2.67M Hold
7,311
– – 0.66% 23
2021
Q1 		$2.6M Buy
7,311
+185
+3% +$65.9K 0.69% 20
2020
Q4 		$2.54M Buy
7,126
+500
+8% +$179K 0.72% 21
2020
Q3 		$2.24M Buy
6,626
+121
+2% +$40.9K 0.77% 20
2020
Q2 		$1.92M Buy
6,505
+605
+10% +$179K 0.76% 21
2020
Q1 		$1.43M Sell
5,900
-200
-3% -$48.3K 0.7% 22
2019
Q4 		$1.82M Hold
6,100
– – 0.61% 24
2019
Q3 		$1.66M Hold
6,100
– – 0.73% 22
2019
Q2 		$1.61M Hold
6,100
– – 0.7% 22
2019
Q1 		$1.44M Hold
6,100
– – 0.64% 23
2018
Q4 		$1.15M Hold
6,100
– – 0.57% 24
2018
Q3 		$1.36M Hold
6,100
– – 0.58% 25
2018
Q2 		$1.2M Hold
6,100
– – 0.56% 25
2018
Q1 		$1.07M Hold
6,100
– – 0.52% 27
2017
Q4 		$923K Hold
6,100
– – 0.45% 24
2017
Q3 		$861K Hold
6,100
– – 0.44% 26
2017
Q2 		$741K Hold
6,100
– – 0.4% 26
2017
Q1 		$686K Hold
6,100
– – 0.39% 27
2016
Q4 		$630K Hold
6,100
– – 0.4% 29
2016
Q3 		$621K Hold
6,100
– – 0.4% 31
2016
Q2 		$537K Hold
6,100
– – 0.35% 32
2016
Q1 		$576K Buy
6,100
+200
+3% +$18.9K 0.4% 31
2015
Q4 		$574K Hold
5,900
– – 0.42% 29
2015
Q3 		$532K Sell
5,900
-100
-2% -$9.02K 0.42% 31
2015
Q2 		$561K Hold
6,000
– – 0.41% 30
2015
Q1 		$518K Buy
6,000
+900
+18% +$77.7K 0.42% 29
2014
Q4 		$439K Buy
+5,100
New +$439K 0.41% 31