Paces Ferry 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
Q2 | $511K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $286K | Buy |
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