Wealth Alliance Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51M | Buy |
2,693
+116
| +5% | +$65.2K | 0.29% | 64 |
|
2025
Q1 | $1.41M | Buy |
2,577
+279
| +12% | +$153K | 0.29% | 65 |
|
2024
Q4 | $1.21M | Sell |
2,298
-37
| -2% | -$19.5K | 0.26% | 67 |
|
2024
Q3 | $1.15M | Buy |
2,335
+153
| +7% | +$75.6K | 0.24% | 68 |
|
2024
Q2 | $963K | Buy |
2,182
+209
| +11% | +$92.2K | 0.22% | 73 |
|
2024
Q1 | $950K | Buy |
1,973
+99
| +5% | +$47.7K | 0.22% | 70 |
|
2023
Q4 | $799K | Buy |
1,874
+151
| +9% | +$64.4K | 0.21% | 69 |
|
2023
Q3 | $682K | Buy |
1,723
+44
| +3% | +$17.4K | 0.2% | 71 |
|
2023
Q2 | $660K | Sell |
1,679
-712
| -30% | -$280K | 0.23% | 69 |
|
2023
Q1 | $869K | Sell |
2,391
-537
| -18% | -$195K | 0.33% | 52 |
|
2022
Q4 | $1.02M | Buy |
2,928
+101
| +4% | +$35.1K | 0.39% | 44 |
|
2022
Q3 | $804K | Buy |
2,827
+291
| +11% | +$82.8K | 0.35% | 47 |
|
2022
Q2 | $800K | Buy |
2,536
+334
| +15% | +$105K | 0.38% | 46 |
|
2022
Q1 | $787K | Buy |
2,202
+226
| +11% | +$80.8K | 0.34% | 53 |
|
2021
Q4 | $710K | Buy |
1,976
+558
| +39% | +$200K | 0.31% | 60 |
|
2021
Q3 | $493K | Buy |
1,418
+27
| +2% | +$9.39K | 0.24% | 69 |
|
2021
Q2 | $508K | Buy |
1,391
+70
| +5% | +$25.6K | 0.25% | 70 |
|
2021
Q1 | $470K | Sell |
1,321
-47
| -3% | -$16.7K | 0.24% | 69 |
|
2020
Q4 | $488K | Buy |
1,368
+245
| +22% | +$87.4K | 0.26% | 63 |
|
2020
Q3 | $380K | Buy |
+1,123
| New | +$380K | 0.22% | 71 |
|