Moss Adams 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 | $3.12M | Buy |
5,554
+533
| +11% | +$300K | 0.28% | 31 |
|
|
2025
Q1 | $2.75M | Buy |
5,021
+385
| +8% | +$211K | 0.29% | 29 |
|
|
2024
Q4 | $2.44M | Buy |
4,636
+2,077
| +81% | +$1.09M | 0.26% | 31 |
|
|
2024
Q3 | $1.26M | Buy |
2,559
+227
| +10% | +$112K | 0.14% | 48 |
|
|
2024
Q2 | $1.03M | Buy |
2,332
+298
| +15% | +$131K | 0.14% | 46 |
|
|
2024
Q1 | $980K | Buy |
2,034
+1,376
| +209% | +$663K | 0.16% | 44 |
|
|
2023
Q4 | $281K | Buy |
658
+132
| +25% | +$56.3K | 0.06% | 93 |
|
|
2023
Q3 | $208K | Buy |
+526
| New | +$208K | 0.07% | 94 |
|