MCIA
Mountain Capital Investment Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
513
+104
| +25% | +$58.8K | 0.06% | 50 |
|
|
2025
Q1 | $219K | Buy |
409
+2
| +0.5% | +$1.07K | 0.05% | 52 |
|
|
2024
Q4 | $214K | Sell |
407
-5
| -1% | -$2.63K | 0.04% | 54 |
|
|
2024
Q3 | $218K | Buy |
+412
| New | +$218K | 0.05% | 50 |
|
|
2022
Q4 | – | Sell |
-9,029
| Closed | -$2.69M | – | 87 |
|
|
2022
Q3 | $2.69M | Buy |
9,029
+57
| +0.6% | +$17K | 1.41% | 14 |
|
|
2022
Q2 | $2.91M | Buy |
8,972
+593
| +7% | +$192K | 1.45% | 15 |
|
|
2022
Q1 | $2.91M | Buy |
8,379
+1,313
| +19% | +$456K | 1.37% | 14 |
|
|
2021
Q4 | $2.59M | Buy |
7,066
+2,324
| +49% | +$851K | 1.17% | 15 |
|
|
2021
Q3 | $1.68M | Sell |
4,742
-160
| -3% | -$56.8K | 0.89% | 24 |
|
|
2021
Q2 | $1.82M | Sell |
4,902
-215
| -4% | -$79.6K | 0.84% | 25 |
|
|
2021
Q1 | $1.94M | Buy |
5,117
+142
| +3% | +$53.7K | 0.97% | 24 |
|
|
2020
Q4 | $1.73M | Sell |
4,975
-1,481
| -23% | -$516K | 1.05% | 21 |
|
|
2020
Q3 | $2.27M | Buy |
+6,456
| New | +$2.27M | 1.47% | 18 |
|
|
2017
Q4 | – | Sell |
-736
| Closed | -$104K | – | 258 |
|
|
2017
Q3 | $104K | Hold |
736
| – | – | 0.09% | 67 |
|
|
2017
Q2 | $89K | Buy |
+736
| New | +$89K | 0.09% | 91 |
|