Outlook 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 | $808K | Sell |
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|
2025
Q2 | $903K | Buy |
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|
2025
Q1 | $876K | Sell |
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|
2024
Q4 | $846K | Buy |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $783K | Buy |
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|
2020
Q3 | $741K | Buy |
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|
2020
Q2 | $642K | Buy |
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|
2020
Q1 | $506K | Buy |
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|
2019
Q4 | $427K | Sell |
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|
2019
Q3 | $506K | Sell |
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|
2019
Q2 | $500K | Buy |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $733K | Buy |
|