SageView Advisory Group’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
$3.33M Buy
2025
Q1
$3.1M Sell
2024
Q4
$3.01M Buy
2024
Q3
$2.72M Sell
2024
Q2
$2.69M Buy
2024
Q1
Sell
2023
Q4
$3.56M Buy
2023
Q3
$2.51M Sell
2023
Q2
$2.55M Buy
2023
Q1
$1.98M Buy
2022
Q4
$224K Buy