Physician 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 | $824K | Buy |
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|
2025
Q2 | $763K | Sell |
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|
2025
Q1 | $818K | Sell |
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|
2024
Q4 | $817K | Sell |
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|
2024
Q3 | $834K | Sell |
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|
2024
Q2 | $796K | Sell |
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|
2024
Q1 | $848K | Sell |
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|
2023
Q4 | $813K | Sell |
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|
2023
Q3 | $737K | Sell |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $716K | Sell |
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|
2022
Q3 | $695K | Hold |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $738K | Sell |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $765K | Sell |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $703K | Buy |
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|
2020
Q3 | $584K | Sell |
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|
2020
Q2 | $760K | Sell |
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|
2020
Q1 | $620K | Buy |
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|
2019
Q4 | $654K | Sell |
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|
2019
Q3 | $606K | Buy |
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