Physician Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
1,358
-134
| -9% | -$75.3K | 0.12% | 78 |
|
|
2025
Q1 | $818K | Sell |
1,492
-59
| -4% | -$32.3K | 0.14% | 74 |
|
|
2024
Q4 | $817K | Sell |
1,551
-93
| -6% | -$49K | 0.14% | 74 |
|
|
2024
Q3 | $834K | Sell |
1,644
-151
| -8% | -$76.6K | 0.15% | 71 |
|
|
2024
Q2 | $796K | Sell |
1,795
-50
| -3% | -$22.2K | 0.15% | 74 |
|
|
2024
Q1 | $848K | Sell |
1,845
-3
| -0.2% | -$1.38K | 0.18% | 70 |
|
|
2023
Q4 | $813K | Sell |
1,848
-19
| -1% | -$8.35K | 0.18% | 69 |
|
|
2023
Q3 | $737K | Sell |
1,867
-38
| -2% | -$15K | 0.19% | 66 |
|
|
2023
Q2 | $751K | Buy |
1,905
+21
| +1% | +$8.27K | 0.19% | 63 |
|
|
2023
Q1 | $702K | Buy |
1,884
+1
| +0.1% | +$373 | 0.18% | 64 |
|
|
2022
Q4 | $716K | Sell |
1,883
-400
| -18% | -$152K | 0.19% | 61 |
|
|
2022
Q3 | $695K | Hold |
2,283
| – | – | 0.21% | 60 |
|
|
2022
Q2 | $800K | Buy |
2,283
+296
| +15% | +$104K | 0.23% | 59 |
|
|
2022
Q1 | $732K | Sell |
1,987
-10
| -0.5% | -$3.68K | 0.19% | 65 |
|
|
2021
Q4 | $738K | Sell |
1,997
-5
| -0.2% | -$1.85K | 0.19% | 63 |
|
|
2021
Q3 | $713K | Hold |
2,002
| – | – | 0.2% | 67 |
|
|
2021
Q2 | $765K | Sell |
2,002
-98
| -5% | -$37.4K | 0.22% | 62 |
|
|
2021
Q1 | $773K | Buy |
2,100
+22
| +1% | +$8.1K | 0.25% | 57 |
|
|
2020
Q4 | $703K | Buy |
2,078
+66
| +3% | +$22.3K | 0.24% | 60 |
|
|
2020
Q3 | $584K | Sell |
2,012
-342
| -15% | -$99.3K | 0.23% | 57 |
|
|
2020
Q2 | $760K | Sell |
2,354
-59
| -2% | -$19K | 0.31% | 48 |
|
|
2020
Q1 | $620K | Buy |
2,413
+339
| +16% | +$87.1K | 0.31% | 49 |
|
|
2019
Q4 | $654K | Sell |
2,074
-33
| -2% | -$10.4K | 0.29% | 47 |
|
|
2019
Q3 | $606K | Buy |
+2,107
| New | +$606K | 0.3% | 51 |
|