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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

MA holding history

Mastercard Inc in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q3 2023 holdings

Shares (Q3 2023)
773
Value
$306.0K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of MA by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023773$306.0K0.2%+44+6.0%AddedHolders
Q2 2023729$286.7K0.1%+87+13.6%AddedHolders
Q1 2023642$233.3K0.1%−1,371−68.1%ReducedHolders
Q4 20222,013$700.0K0.3%−40−1.9%ReducedHolders
Q3 20222,053$583.8K0.2%+22+1.1%AddedHolders
Q2 20222,031$640.7K0.3%+117+6.1%AddedHolders
Q1 20221,914$684.0K0.2%+19+1.0%AddedHolders
Q4 20211,895$680.9K0.2%−5−0.3%ReducedHolders
Q3 20211,900$660.6K0.2%+4+0.2%AddedHolders
Q2 20211,896$692.2K0.3%+28+1.5%AddedHolders
Q1 20211,868$665.1K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.