WIA
World Investment Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
21,477
-1,086
| -5% | -$610K | 0.27% | 75 |
|
|
2025
Q1 | $12.4M | Buy |
22,563
+1,286
| +6% | +$705K | 0.32% | 62 |
|
|
2024
Q4 | $11.2M | Buy |
21,277
+2,761
| +15% | +$1.45M | 0.31% | 69 |
|
|
2024
Q3 | $9.14M | Buy |
18,516
+15,491
| +512% | +$7.65M | 0.29% | 87 |
|
|
2024
Q2 | $1.33M | Buy |
+3,025
| New | +$1.33M | 0.08% | 221 |
|
|
2024
Q1 | – | Sell |
-480
| Closed | -$205K | – | 441 |
|
|
2023
Q4 | $205K | Buy |
+480
| New | +$205K | 0.03% | 363 |
|
|
2021
Q1 | – | Sell |
-601
| Closed | -$205K | – | 234 |
|
|
2020
Q4 | $205K | Buy |
+601
| New | +$205K | 0.05% | 218 |
|