SAG
SageView Advisory Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
5,859
+212
| +4% | +$120K | 0.13% | 96 |
|
|
2025
Q1 | $3.1M | Sell |
5,647
-74
| -1% | -$40.6K | 0.13% | 89 |
|
|
2024
Q4 | $3.01M | Buy |
5,721
+217
| +4% | +$114K | 0.13% | 91 |
|
|
2024
Q3 | $2.72M | Sell |
5,504
-599
| -10% | -$296K | 0.14% | 91 |
|
|
2024
Q2 | $2.69M | Buy |
+6,103
| New | +$2.69M | 0.13% | 101 |
|
|
2024
Q1 | – | Sell |
-8,000
| Closed | -$3.56M | – | 678 |
|
|
2023
Q4 | $3.56M | Buy |
8,000
+1,648
| +26% | +$734K | 0.15% | 84 |
|
|
2023
Q3 | $2.51M | Sell |
6,352
-128
| -2% | -$50.7K | 0.14% | 95 |
|
|
2023
Q2 | $2.55M | Buy |
6,480
+1,027
| +19% | +$404K | 0.14% | 96 |
|
|
2023
Q1 | $1.98M | Buy |
5,453
+4,808
| +745% | +$1.75M | 0.13% | 118 |
|
|
2022
Q4 | $224K | Buy |
+645
| New | +$224K | 0.02% | 381 |
|