Sound View Wealth Advisors Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $941K | Hold |
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|
2024
Q3 | $883K | Buy |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $663K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $496K | Buy |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $539K | Buy |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $308K | Buy |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $270K | Buy |
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