Pacific Capital 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 | $323K | Buy |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $192K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $311K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $151K | Buy |
|