Phoenix 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 | $296K | Hold |
|
|||||
|
2025
Q1 | $289K | Sell |
|
|||||
|
2024
Q4 | $281K | Buy |
|
|||||
|
2024
Q3 | $255K | Sell |
|
|||||
|
2024
Q2 | $316K | Buy |
|
|||||
|
2024
Q1 | $337K | Hold |
|
|||||
|
2023
Q4 | $295K | Hold |
|
|||||
|
2023
Q3 | $277K | Hold |
|
|||||
|
2023
Q2 | $275K | Hold |
|
|||||
|
2023
Q1 | $254K | Hold |
|
|||||
|
2022
Q4 | $243K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $231K | Sell |
|
|||||
|
2022
Q1 | $263K | Sell |
|
|||||
|
2021
Q4 | $813K | Sell |
|
|||||
|
2021
Q3 | $871K | Buy |
|
|||||
|
2021
Q2 | $928K | Buy |
|
|||||
|
2021
Q1 | $258K | Hold |
|
|||||
|
2020
Q4 | $253K | Buy |
|