San Luis 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 | $3.66M | Hold |
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|
2025
Q2 | $3.66M | Sell |
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|
2025
Q1 | $4.09M | Sell |
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|
2024
Q4 | $5.63M | Buy |
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|
2024
Q3 | $4.58M | Buy |
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|
2024
Q2 | $3.78M | Buy |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q4 | $3.44M | Buy |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $549K | Buy |
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