SWAG
Spectrum Wealth Advisory Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
977
+1
| +0.1% | +$562 | 0.26% | 34 |
|
|
2025
Q1 | $535K | Hold |
976
| – | – | 0.26% | 31 |
|
|
2024
Q4 | $514K | Sell |
976
-2
| -0.2% | -$1.05K | 0.24% | 32 |
|
|
2024
Q3 | $483K | Buy |
978
+10
| +1% | +$4.94K | 0.27% | 30 |
|
|
2024
Q2 | $427K | Hold |
968
| – | – | 0.46% | 22 |
|
|
2024
Q1 | $466K | Hold |
968
| – | – | 0.54% | 19 |
|
|
2023
Q4 | $413K | Hold |
968
| – | – | 0.51% | 19 |
|
|
2023
Q3 | $383K | Hold |
968
| – | – | 0.53% | 19 |
|
|
2023
Q2 | $381K | Hold |
968
| – | – | 0.5% | 20 |
|
|
2023
Q1 | $352K | Sell |
968
-84
| -8% | -$30.5K | 0.47% | 24 |
|
|
2022
Q4 | $366K | Buy |
1,052
+2
| +0.2% | +$695 | 0.51% | 21 |
|
|
2022
Q3 | $299K | Buy |
1,050
+2
| +0.2% | +$570 | 0.38% | 28 |
|
|
2022
Q2 | $331K | Buy |
1,048
+1
| +0.1% | +$316 | 0.37% | 29 |
|
|
2022
Q1 | $374K | Buy |
1,047
+1
| +0.1% | +$357 | 0.36% | 28 |
|
|
2021
Q4 | $376K | Buy |
1,046
+2
| +0.2% | +$719 | 0.33% | 33 |
|
|
2021
Q3 | $363K | Sell |
1,044
-264
| -20% | -$91.8K | 0.36% | 32 |
|
|
2021
Q2 | $478K | Buy |
+1,308
| New | +$478K | 0.47% | 30 |
|