SOA 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 | $172K | Hold |
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|
2025
Q2 | $170K | Buy |
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|
2025
Q1 | $64.2K | Hold |
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|
2024
Q4 | $61.7K | Sell |
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|
2024
Q3 | $58.3K | Sell |
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|
2024
Q2 | $59.6K | Sell |
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|
2024
Q1 | $85.3K | Buy |
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|
2023
Q4 | $69.1K | Hold |
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|
2023
Q3 | $64.2K | Sell |
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|
2023
Q2 | $71.6K | Sell |
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|
2023
Q1 | $68K | Sell |
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|
2022
Q4 | $67.8K | Buy |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $59K | Sell |
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|
2022
Q1 | $73K | Sell |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $56K | Sell |
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|
2020
Q4 | $57K | Buy |
|