SWA
SOA Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
302
+185
| +158% | +$104K | 0.03% | 212 |
|
|
2025
Q1 | $64.2K | Hold |
117
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $61.7K | Sell |
117
-1
| -0.8% | -$527 | 0.01% | 306 |
|
|
2024
Q3 | $58.3K | Sell |
118
-17
| -13% | -$8.4K | 0.01% | 304 |
|
|
2024
Q2 | $59.6K | Sell |
135
-42
| -24% | -$18.5K | 0.01% | 288 |
|
|
2024
Q1 | $85.3K | Buy |
177
+15
| +9% | +$7.23K | 0.02% | 256 |
|
|
2023
Q4 | $69.1K | Hold |
162
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $64.2K | Sell |
162
-20
| -11% | -$7.92K | 0.02% | 260 |
|
|
2023
Q2 | $71.6K | Sell |
182
-5
| -3% | -$1.97K | 0.02% | 257 |
|
|
2023
Q1 | $68K | Sell |
187
-8
| -4% | -$2.91K | 0.02% | 256 |
|
|
2022
Q4 | $67.8K | Buy |
195
+8
| +4% | +$2.78K | 0.02% | 249 |
|
|
2022
Q3 | $53K | Hold |
187
| – | – | 0.02% | 257 |
|
|
2022
Q2 | $59K | Sell |
187
-18
| -9% | -$5.68K | 0.02% | 249 |
|
|
2022
Q1 | $73K | Sell |
205
-77
| -27% | -$27.4K | 0.02% | 266 |
|
|
2021
Q4 | $101K | Buy |
282
+77
| +38% | +$27.6K | 0.02% | 214 |
|
|
2021
Q3 | $71K | Hold |
205
| – | – | 0.02% | 269 |
|
|
2021
Q2 | $74K | Buy |
205
+46
| +29% | +$16.6K | 0.02% | 262 |
|
|
2021
Q1 | $56K | Sell |
159
-12
| -7% | -$4.23K | 0.02% | 259 |
|
|
2020
Q4 | $57K | Buy |
+171
| New | +$57K | 0.02% | 246 |
|