Regal Investment 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 | $1.67M | Buy |
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|
2025
Q1 | $805K | Sell |
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|
2024
Q4 | $948K | Sell |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $880K | Sell |
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|
2022
Q4 | $869K | Sell |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $805K | Sell |
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|
2022
Q1 | $914K | Sell |
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|
2021
Q4 | $927K | Buy |
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|
2021
Q3 | $878K | Buy |
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|
2021
Q2 | $916K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $857K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $690K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $487K | Buy |
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|
2019
Q3 | $441K | Sell |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $388K | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $263K | Sell |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $2.54M | Sell |
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|
2017
Q4 | $2.3M | Buy |
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|
2017
Q3 | $2.06M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $17K | Buy |
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|
2015
Q2 | $2K | Sell |
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|
2015
Q1 | $89K | Sell |
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|
2014
Q4 | $127K | Sell |
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|
2014
Q3 | $113K | Hold |
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|
2014
Q2 | $112K | Sell |
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|
2014
Q1 | $2.21M | Sell |
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|
2013
Q4 | $1.69M | Buy |
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|
2013
Q3 | $1.22M | Sell |
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|
2013
Q2 | $1.17M | Buy |
|