New Wave 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 | $539K | Buy |
959
+16
| +2% | +$8.99K | 0.23% | 70 |
|
|
2025
Q1 | $517K | Sell |
943
-126
| -12% | -$69.1K | 0.23% | 62 |
|
|
2024
Q4 | $563K | Sell |
1,069
-167
| -14% | -$87.9K | 0.23% | 65 |
|
|
2024
Q3 | $610K | Buy |
1,236
+74
| +6% | +$36.5K | 0.28% | 58 |
|
|
2024
Q2 | $513K | Buy |
+1,162
| New | +$513K | 0.28% | 61 |
|