OneAscent Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $840K | Buy |
|
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|
2024
Q2 | $723K | Sell |
|
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|
2024
Q1 | $802K | Sell |
|
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|
2023
Q4 | $772K | Sell |
|
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|
2023
Q3 | $720K | Buy |
|
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $475K | Sell |
|
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|
2022
Q4 | $525K | Buy |
|
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $519K | Buy |
|