TruWealth 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 | $782K | Buy |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $487K | Hold |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $1.33M | Buy |
|