Motive Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $572K | Sell |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $366K | Hold |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $290K | Buy |
|