Monograph 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 | $233K | Buy |
414
+11
| +3% | +$6.18K | 0.03% | 118 |
|
|
2025
Q1 | $221K | Sell |
403
-190
| -32% | -$104K | 0.03% | 106 |
|
|
2024
Q4 | $312K | Buy |
+593
| New | +$312K | 0.04% | 89 |
|
|
2024
Q1 | – | Sell |
-555
| Closed | -$237K | – | 158 |
|
|
2023
Q4 | $237K | Buy |
+555
| New | +$237K | 0.04% | 98 |
|
|
2022
Q2 | – | Sell |
-699
| Closed | -$250K | – | 85 |
|
|
2022
Q1 | $250K | Buy |
699
+81
| +13% | +$29K | 0.06% | 75 |
|
|
2021
Q4 | $222K | Buy |
+618
| New | +$222K | 0.06% | 77 |
|