PWA
Phoenix Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
527
| – | – | 0.12% | 104 |
|
|
2025
Q1 | $289K | Sell |
527
-6
| -1% | -$3.29K | 0.13% | 101 |
|
|
2024
Q4 | $281K | Buy |
533
+16
| +3% | +$8.43K | 0.12% | 99 |
|
|
2024
Q3 | $255K | Sell |
517
-200
| -28% | -$98.8K | 0.12% | 109 |
|
|
2024
Q2 | $316K | Buy |
717
+17
| +2% | +$7.5K | 0.16% | 96 |
|
|
2024
Q1 | $337K | Hold |
700
| – | – | 0.21% | 90 |
|
|
2023
Q4 | $295K | Hold |
700
| – | – | 0.21% | 93 |
|
|
2023
Q3 | $277K | Hold |
700
| – | – | 0.16% | 93 |
|
|
2023
Q2 | $275K | Hold |
700
| – | – | 0.16% | 92 |
|
|
2023
Q1 | $254K | Hold |
700
| – | – | 0.16% | 90 |
|
|
2022
Q4 | $243K | Buy |
+700
| New | +$243K | 0.15% | 92 |
|
|
2022
Q3 | – | Sell |
-733
| Closed | -$231K | – | 116 |
|
|
2022
Q2 | $231K | Sell |
733
-10
| -1% | -$3.15K | 0.23% | 100 |
|
|
2022
Q1 | $263K | Sell |
743
-1,520
| -67% | -$538K | 0.27% | 80 |
|
|
2021
Q4 | $813K | Sell |
2,263
-243
| -10% | -$87.3K | 0.61% | 43 |
|
|
2021
Q3 | $871K | Buy |
2,506
+40
| +2% | +$13.9K | 0.65% | 42 |
|
|
2021
Q2 | $928K | Buy |
2,466
+1,756
| +247% | +$661K | 0.67% | 42 |
|
|
2021
Q1 | $258K | Hold |
710
| – | – | 0.2% | 98 |
|
|
2020
Q4 | $253K | Buy |
+710
| New | +$253K | 0.19% | 89 |
|