SFWA
Summit Financial Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $480K | Buy |
876
+4
| +0.5% | +$2.19K | 0.1% | 91 |
|
|
2024
Q4 | $492K | Hold |
872
| – | – | 0.1% | 94 |
|
|
2024
Q3 | $431K | Hold |
872
| – | – | 0.08% | 96 |
|
|
2024
Q2 | $385K | Hold |
872
| – | – | 0.08% | 94 |
|
|
2024
Q1 | $420K | Hold |
872
| – | – | 0.09% | 90 |
|
|
2023
Q4 | $372K | Sell |
872
-395
| -31% | -$168K | 0.08% | 92 |
|
|
2023
Q3 | $493K | Buy |
1,267
+279
| +28% | +$108K | 0.12% | 72 |
|
|
2023
Q2 | $389K | Hold |
988
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $359K | Hold |
988
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $344K | Hold |
988
| – | – | 0.08% | 100 |
|
|
2022
Q3 | $316K | Sell |
988
-166
| -14% | -$53.1K | 0.09% | 94 |
|
|
2022
Q2 | $397K | Sell |
1,154
-132
| -10% | -$45.4K | 0.09% | 90 |
|
|
2022
Q1 | $460K | Buy |
1,286
+8
| +0.6% | +$2.86K | 0.09% | 85 |
|
|
2021
Q4 | $480K | Sell |
1,278
-14
| -1% | -$5.26K | 0.09% | 88 |
|
|
2021
Q3 | $449K | Sell |
1,292
-99
| -7% | -$34.4K | 0.1% | 86 |
|
|
2021
Q2 | $508K | Hold |
1,391
| – | – | 0.11% | 80 |
|
|
2021
Q1 | $497K | Sell |
1,391
-99
| -7% | -$35.4K | 0.13% | 71 |
|
|
2020
Q4 | $504K | Buy |
1,490
+99
| +7% | +$33.5K | 0.14% | 66 |
|
|
2020
Q3 | $403K | Sell |
1,391
-146
| -9% | -$42.3K | 0.11% | 80 |
|
|
2020
Q2 | $461K | Hold |
1,537
| – | – | 0.12% | 76 |
|
|
2020
Q1 | $409K | Sell |
1,537
-200
| -12% | -$53.2K | 0.13% | 81 |
|
|
2019
Q4 | $548K | Sell |
1,737
-86
| -5% | -$27.1K | 0.13% | 83 |
|
|
2019
Q3 | $503K | Sell |
1,823
-695
| -28% | -$192K | 0.12% | 92 |
|
|
2019
Q2 | $666K | Buy |
2,518
+470
| +23% | +$124K | 0.16% | 90 |
|
|
2019
Q1 | $489K | Hold |
2,048
| – | – | 0.13% | 87 |
|
|
2018
Q4 | $386K | Buy |
2,048
+792
| +63% | +$149K | 0.13% | 88 |
|
|
2018
Q3 | $251K | Sell |
1,256
-555
| -31% | -$111K | 0.08% | 119 |
|
|
2018
Q2 | $317K | Hold |
1,811
| – | – | 0.11% | 101 |
|
|
2018
Q1 | $317K | Buy |
1,811
+134
| +8% | +$23.5K | 0.1% | 104 |
|
|
2017
Q4 | $254K | Sell |
1,677
-171
| -9% | -$25.9K | 0.09% | 117 |
|
|
2017
Q3 | $261K | Sell |
1,848
-21
| -1% | -$2.97K | 0.09% | 116 |
|
|
2017
Q2 | $227K | Buy |
1,869
+90
| +5% | +$10.9K | 0.09% | 134 |
|
|
2017
Q1 | $200K | Buy |
+1,779
| New | +$200K | 0.09% | 135 |
|
|
2016
Q2 | – | Sell |
-2,607
| Closed | -$246K | – | 151 |
|
|
2016
Q1 | $246K | Hold |
2,607
| – | – | 0.11% | 117 |
|
|
2015
Q4 | $254K | Buy |
+2,607
| New | +$254K | 0.12% | 107 |
|