Robinson Smith 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 | $221K | Sell |
393
-14
| -3% | -$7.87K | 0.18% | 79 |
|
|
2025
Q1 | $223K | Buy |
407
+24
| +6% | +$13.2K | 0.19% | 80 |
|
|
2024
Q4 | $202K | Sell |
383
-1,664
| -81% | -$876K | 0.17% | 80 |
|
|
2024
Q3 | $1.01M | Sell |
2,047
-30
| -1% | -$14.8K | 0.86% | 27 |
|
|
2024
Q2 | $916K | Buy |
2,077
+6
| +0.3% | +$2.65K | 0.81% | 29 |
|
|
2024
Q1 | $997K | Buy |
2,071
+1
| +0% | +$482 | 0.96% | 26 |
|
|
2023
Q4 | $883K | Buy |
+2,070
| New | +$883K | 0.87% | 27 |
|