Spectrum Wealth Advisory 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
Q4 | – | Sell |
|
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|
2025
Q3 | $555K | Sell |
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|
2025
Q2 | $549K | Buy |
|
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|
2025
Q1 | $535K | Hold |
|
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|
2024
Q4 | $514K | Sell |
|
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|
2024
Q3 | $483K | Buy |
|
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|
2024
Q2 | $427K | Hold |
|
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|
2024
Q1 | $466K | Hold |
|
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $383K | Hold |
|
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|
2023
Q2 | $381K | Hold |
|
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|
2023
Q1 | $352K | Sell |
|
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|
2022
Q4 | $366K | Buy |
|
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|
2022
Q3 | $299K | Buy |
|
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|
2022
Q2 | $331K | Buy |
|
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $376K | Buy |
|
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|
2021
Q3 | $363K | Sell |
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|
2021
Q2 | $478K | Buy |
|