SAI
Savvy Advisors Inc’s Mastercard MA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.05M | Buy |
10,772
+3,636
| +51% | +$2.04M | 0.4% | 46 |
|
2025
Q1 | $3.91M | Buy |
7,136
+1,214
| +20% | +$665K | 0.39% | 46 |
|
2024
Q4 | $3.12M | Buy |
5,922
+3,781
| +177% | +$1.99M | 0.38% | 47 |
|
2024
Q3 | $1.06M | Sell |
2,141
-304
| -12% | -$150K | 0.21% | 94 |
|
2024
Q2 | $1.08M | Buy |
2,445
+1,123
| +85% | +$495K | 0.35% | 67 |
|
2024
Q1 | $637K | Buy |
1,322
+313
| +31% | +$151K | 0.37% | 72 |
|
2023
Q4 | $430K | Buy |
+1,009
| New | +$430K | 0.42% | 72 |
|