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Outlook Wealth Advisors’s Mastercard MA Stock Holding History

Outlook Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$903K Buy
1,607
+8
+0.5% +$4.5K 0.23% 86
2025
Q1 		$876K Sell
1,599
-7
-0.4% -$3.84K 0.24% 82
2024
Q4 		$846K Buy
1,606
+150
+10% +$79K 0.24% 85
2024
Q3 		$719K Buy
1,456
+7
+0.5% +$3.46K 0.21% 99
2024
Q2 		$639K Buy
1,449
+17
+1% +$7.5K 0.2% 105
2024
Q1 		$690K Buy
1,432
+304
+27% +$146K 0.21% 99
2023
Q4 		$481K Buy
1,128
+284
+34% +$121K 0.17% 125
2023
Q3 		$334K Buy
844
+137
+19% +$54.2K 0.13% 154
2023
Q2 		$278K Sell
707
-27
-4% -$10.6K 0.11% 167
2023
Q1 		$267K Sell
734
-22
-3% -$8K 0.12% 162
2022
Q4 		$263K Hold
756
– – 0.12% 146
2022
Q3 		$215K Buy
756
+5
+0.7% +$1.42K 0.1% 170
2022
Q2 		$237K Buy
751
+24
+3% +$7.57K 0.1% 171
2022
Q1 		$260K Buy
727
+37
+5% +$13.2K 0.09% 173
2021
Q4 		$248K Buy
690
+5
+0.7% +$1.8K 0.07% 182
2021
Q3 		$238K Sell
685
-12
-2% -$4.17K 0.08% 190
2021
Q2 		$254K Sell
697
-1,221
-64% -$445K 0.08% 189
2021
Q1 		$683K Sell
1,918
-275
-13% -$97.9K 0.24% 102
2020
Q4 		$783K Buy
2,193
+1
+0% +$357 0.29% 85
2020
Q3 		$741K Buy
2,192
+22
+1% +$7.44K 0.29% 71
2020
Q2 		$642K Buy
2,170
+74
+4% +$21.9K 0.27% 79
2020
Q1 		$506K Buy
2,096
+651
+45% +$157K 0.29% 75
2019
Q4 		$427K Sell
1,445
-420
-23% -$124K 0.24% 76
2019
Q3 		$506K Sell
1,865
-26
-1% -$7.05K 0.3% 73
2019
Q2 		$500K Buy
1,891
+194
+11% +$51.3K 0.33% 75
2019
Q1 		$400K Buy
1,697
+1,308
+336% +$308K 0.33% 76
2018
Q4 		$733K Buy
+389
New +$733K 0.33% 74