Octavia 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 | $426K | Sell |
|
|||||
|
2025
Q2 | $439K | Sell |
|
|||||
|
2025
Q1 | $434K | Buy |
|
|||||
|
2024
Q4 | $394K | Sell |
|
|||||
|
2024
Q3 | $394K | Buy |
|
|||||
|
2024
Q2 | $309K | Buy |
|
|||||
|
2024
Q1 | $308K | Sell |
|
|||||
|
2023
Q4 | $274K | Sell |
|
|||||
|
2023
Q3 | $255K | Buy |
|
|||||
|
2023
Q2 | $248K | Sell |
|
|||||
|
2023
Q1 | $267K | Buy |
|
|||||
|
2022
Q4 | $235K | Sell |
|
|||||
|
2022
Q3 | $222K | Buy |
|
|||||
|
2022
Q2 | $237K | Buy |
|
|||||
|
2022
Q1 | $262K | Sell |
|
|||||
|
2021
Q4 | $359K | Sell |
|
|||||
|
2021
Q3 | $356K | Buy |
|
|||||
|
2021
Q2 | $308K | Buy |
|