Rooted 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 | $287K | Buy |
|
|||||
|
2025
Q2 | $263K | Hold |
|
|||||
|
2025
Q1 | $234K | Sell |
|
|||||
|
2024
Q4 | $245K | Sell |
|
|||||
|
2024
Q3 | $239K | Sell |
|
|||||
|
2024
Q2 | $228K | Buy |
|
|||||
|
2024
Q1 | $239K | Sell |
|
|||||
|
2023
Q4 | $255K | Sell |
|
|||||
|
2023
Q3 | $243K | Buy |
|
|||||
|
2023
Q2 | $225K | Sell |
|
|||||
|
2023
Q1 | $222K | Buy |
|
|||||
|
2022
Q4 | $203K | Buy |
|