SIA
Schechter Investment Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.43M | Sell |
8,085
-1,968
| -20% | -$1.08M | 0.36% | 54 |
|
|
2024
Q4 | $5.29M | Sell |
10,053
-500
| -5% | -$263K | 0.41% | 51 |
|
|
2024
Q3 | $5.21M | Sell |
10,553
-4,848
| -31% | -$2.39M | 0.38% | 49 |
|
|
2024
Q2 | $6.79M | Sell |
15,401
-60
| -0.4% | -$26.5K | 0.51% | 37 |
|
|
2024
Q1 | $7.45M | Buy |
15,461
+5,767
| +59% | +$2.78M | 0.56% | 33 |
|
|
2023
Q4 | $4.13M | Sell |
9,694
-542
| -5% | -$231K | 0.36% | 53 |
|
|
2023
Q3 | $4.05M | Buy |
10,236
+282
| +3% | +$112K | 0.39% | 44 |
|
|
2023
Q2 | $3.91M | Buy |
9,954
+71
| +0.7% | +$27.9K | 0.35% | 51 |
|
|
2023
Q1 | $3.59M | Buy |
9,883
+1,403
| +17% | +$510K | 0.33% | 52 |
|
|
2022
Q4 | $2.95M | Buy |
8,480
+1,472
| +21% | +$512K | 0.27% | 66 |
|
|
2022
Q3 | $1.99M | Sell |
7,008
-3,193
| -31% | -$908K | 0.2% | 98 |
|
|
2022
Q2 | $3.22M | Buy |
10,201
+555
| +6% | +$175K | 0.31% | 43 |
|
|
2022
Q1 | $3.45M | Buy |
9,646
+729
| +8% | +$261K | 0.32% | 45 |
|
|
2021
Q4 | $3.2M | Buy |
+8,917
| New | +$3.2M | 0.29% | 57 |
|