Summit Financial 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 | $722K | Buy |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $492K | Hold |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $385K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $344K | Hold |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $508K | Hold |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $403K | Sell |
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|
2020
Q2 | $461K | Hold |
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|
2020
Q1 | $409K | Sell |
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|
2019
Q4 | $548K | Sell |
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|
2019
Q3 | $503K | Sell |
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|
2019
Q2 | $666K | Buy |
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|
2019
Q1 | $489K | Hold |
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|
2018
Q4 | $386K | Buy |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $317K | Hold |
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|
2018
Q1 | $317K | Buy |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $261K | Sell |
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|
2017
Q2 | $227K | Buy |
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|
2017
Q1 | $200K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $254K | Buy |
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