Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $584K | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $684K | Buy |
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|
2021
Q4 | $681K | Sell |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $692K | Buy |
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|
2021
Q1 | $665K | Buy |
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|
2020
Q4 | $658K | Buy |
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|
2020
Q3 | $616K | Hold |
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|
2020
Q2 | $539K | Buy |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $534K | Hold |
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|
2019
Q3 | $485K | Hold |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $417K | Buy |
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|
2018
Q4 | $331K | Buy |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $331K | Hold |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $256K | Buy |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $205K | Hold |
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|
2017
Q1 | $190K | Buy |
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|
2016
Q4 | $166K | Hold |
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|
2016
Q3 | $164K | Hold |
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|
2016
Q2 | $142K | Hold |
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|
2016
Q1 | $152K | Buy |
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