RA
Rise Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
1,008
-20
| -2% | -$11.2K | 0.23% | 41 |
|
|
2025
Q1 | $564K | Buy |
1,028
+54
| +6% | +$29.6K | 0.25% | 36 |
|
|
2024
Q4 | $513K | Sell |
974
-9
| -0.9% | -$4.74K | 0.25% | 39 |
|
|
2024
Q3 | $486K | Sell |
983
-37
| -4% | -$18.3K | 0.23% | 45 |
|
|
2024
Q2 | $450K | Buy |
1,020
+1
| +0.1% | +$441 | 0.24% | 42 |
|
|
2024
Q1 | $491K | Buy |
1,019
+421
| +70% | +$203K | 0.26% | 37 |
|
|
2023
Q4 | $255K | Buy |
598
+170
| +40% | +$72.5K | 0.18% | 59 |
|
|
2023
Q3 | $169K | Buy |
428
+142
| +50% | +$56.2K | 0.13% | 71 |
|
|
2023
Q2 | $112K | Sell |
286
-58
| -17% | -$22.8K | 0.09% | 96 |
|
|
2023
Q1 | $125K | Buy |
344
+2
| +0.6% | +$727 | 0.09% | 89 |
|
|
2022
Q4 | $119K | Hold |
342
| – | – | 0.1% | 87 |
|
|
2022
Q3 | $97K | Buy |
342
+200
| +141% | +$56.7K | 0.08% | 94 |
|
|
2022
Q2 | $45K | Sell |
142
-8
| -5% | -$2.54K | 0.05% | 148 |
|
|
2022
Q1 | $54K | Buy |
150
+12
| +9% | +$4.32K | 0.05% | 146 |
|
|
2021
Q4 | $49.4K | Buy |
+138
| New | +$49.4K | 0.05% | 148 |
|