Visionary Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
5,299
-266
| -5% | -$149K | 0.15% | 154 |
|
|
2025
Q1 | $3.05M | Buy |
5,565
+19
| +0.3% | +$10.4K | 0.18% | 133 |
|
|
2024
Q4 | $2.92M | Buy |
5,546
+479
| +9% | +$252K | 0.17% | 138 |
|
|
2024
Q3 | $2.5M | Sell |
5,067
-2,370
| -32% | -$1.17M | 0.15% | 151 |
|
|
2024
Q2 | $3.28M | Buy |
7,437
+3,330
| +81% | +$1.47M | 0.21% | 116 |
|
|
2024
Q1 | $1.98M | Sell |
4,107
-362
| -8% | -$174K | 0.13% | 169 |
|
|
2023
Q4 | $1.91M | Sell |
4,469
-842
| -16% | -$359K | 0.14% | 157 |
|
|
2023
Q3 | $2.1M | Buy |
5,311
+27
| +0.5% | +$10.7K | 0.17% | 137 |
|
|
2023
Q2 | $2.08M | Buy |
5,284
+1,052
| +25% | +$414K | 0.17% | 139 |
|
|
2023
Q1 | $1.54M | Buy |
4,232
+224
| +6% | +$81.4K | 0.13% | 155 |
|
|
2022
Q4 | $1.39M | Buy |
4,008
+200
| +5% | +$69.6K | 0.13% | 151 |
|
|
2022
Q3 | $1.08M | Sell |
3,808
-539
| -12% | -$153K | 0.11% | 157 |
|
|
2022
Q2 | $1.37M | Sell |
4,347
-202
| -4% | -$63.8K | 0.12% | 150 |
|
|
2022
Q1 | $1.63M | Buy |
4,549
+1,850
| +69% | +$661K | 0.13% | 142 |
|
|
2021
Q4 | $970K | Sell |
2,699
-4
| -0.1% | -$1.44K | 0.08% | 167 |
|
|
2021
Q3 | $940K | Buy |
2,703
+1,043
| +63% | +$363K | 0.1% | 141 |
|
|
2021
Q2 | $606K | Sell |
1,660
-22
| -1% | -$8.03K | 0.06% | 184 |
|
|
2021
Q1 | $599K | Sell |
1,682
-67
| -4% | -$23.9K | 0.06% | 183 |
|
|
2020
Q4 | $624K | Buy |
1,749
+1,021
| +140% | +$364K | 0.07% | 169 |
|
|
2020
Q3 | $246K | Sell |
728
-75
| -9% | -$25.3K | 0.03% | 217 |
|
|
2020
Q2 | $237K | Buy |
+803
| New | +$237K | 0.04% | 203 |
|
|
2020
Q1 | – | Sell |
-733
| Closed | -$219K | – | 216 |
|
|
2019
Q4 | $219K | Buy |
+733
| New | +$219K | 0.04% | 196 |
|