Motive 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 | $570K | Buy |
1,015
+102
| +11% | +$57.3K | 0.26% | 40 |
|
|
2025
Q1 | $500K | Sell |
913
-12
| -1% | -$6.58K | 0.27% | 40 |
|
|
2024
Q4 | $487K | Buy |
925
+95
| +11% | +$50K | 0.26% | 43 |
|
|
2024
Q3 | $366K | Hold |
830
| – | – | 0.22% | 46 |
|
|
2024
Q2 | $366K | Sell |
830
-21
| -2% | -$9.26K | 0.22% | 46 |
|
|
2024
Q1 | $410K | Buy |
851
+332
| +64% | +$160K | 0.25% | 43 |
|
|
2023
Q4 | $221K | Sell |
519
-175
| -25% | -$74.6K | 0.26% | 42 |
|
|
2023
Q3 | $275K | Sell |
694
-39
| -5% | -$15.4K | 0.3% | 38 |
|
|
2023
Q2 | $288K | Hold |
733
| – | – | 0.3% | 43 |
|
|
2023
Q1 | $266K | Sell |
733
-101
| -12% | -$36.7K | 0.29% | 42 |
|
|
2022
Q4 | $290K | Buy |
+834
| New | +$290K | 0.22% | 49 |
|