OWA
ORBA Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-378
| Closed | -$207K | – | 92 |
|
|
2025
Q1 | $207K | Sell |
378
-25
| -6% | -$13.7K | 0.1% | 102 |
|
|
2024
Q4 | $212K | Buy |
+403
| New | +$212K | 0.11% | 99 |
|
|
2024
Q2 | – | Sell |
-467
| Closed | -$225K | – | 100 |
|
|
2024
Q1 | $225K | Buy |
+467
| New | +$225K | 0.12% | 91 |
|