Meridian Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
2,803
-44
| -2% | -$24.7K | 0.25% | 63 |
|
|
2025
Q1 | $1.56M | Sell |
2,847
-31
| -1% | -$17K | 0.26% | 59 |
|
|
2024
Q4 | $1.52M | Buy |
2,878
+1
| +0% | +$527 | 0.25% | 63 |
|
|
2024
Q3 | $1.42M | Sell |
2,877
-42
| -1% | -$20.7K | 0.24% | 67 |
|
|
2024
Q2 | $1.29M | Buy |
2,919
+12
| +0.4% | +$5.29K | 0.23% | 68 |
|
|
2024
Q1 | $1.4M | Hold |
2,907
| – | – | 0.26% | 67 |
|
|
2023
Q4 | $1.24M | Hold |
2,907
| – | – | 0.27% | 69 |
|
|
2023
Q3 | $1.15M | Hold |
2,907
| – | – | 0.29% | 70 |
|
|
2023
Q2 | $1.14M | Hold |
2,907
| – | – | 0.28% | 71 |
|
|
2023
Q1 | $1.06M | Hold |
2,907
| – | – | 0.26% | 74 |
|
|
2022
Q4 | $1.01M | Sell |
2,907
-17
| -0.6% | -$5.91K | 0.26% | 75 |
|
|
2022
Q3 | $831K | Sell |
2,924
-53
| -2% | -$15.1K | 0.23% | 80 |
|
|
2022
Q2 | $939K | Buy |
2,977
+1,041
| +54% | +$328K | 0.25% | 82 |
|
|
2022
Q1 | $692K | Buy |
1,936
+932
| +93% | +$333K | 0.16% | 106 |
|
|
2021
Q4 | $361K | Buy |
1,004
+1
| +0.1% | +$360 | 0.09% | 147 |
|
|
2021
Q3 | $349K | Sell |
1,003
-60
| -6% | -$20.9K | 0.1% | 146 |
|
|
2021
Q2 | $388K | Buy |
1,063
+377
| +55% | +$138K | 0.11% | 135 |
|
|
2021
Q1 | $244K | Sell |
686
-385
| -36% | -$137K | 0.08% | 153 |
|
|
2020
Q4 | $382K | Buy |
1,071
+33
| +3% | +$11.8K | 0.14% | 122 |
|
|
2020
Q3 | $351K | Buy |
+1,038
| New | +$351K | 0.15% | 115 |
|
|
2020
Q1 | – | Sell |
-362
| Closed | -$108K | – | 157 |
|
|
2019
Q4 | $108K | Buy |
+362
| New | +$108K | 0.04% | 163 |
|
|
2019
Q1 | – | Sell |
-391
| Closed | -$74K | – | 287 |
|
|
2018
Q4 | $74K | Buy |
+391
| New | +$74K | 0.06% | 203 |
|