Accel Wealth Management’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 | $366K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $254K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $67.2K | Hold |
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|
2022
Q4 | $64.3K | Hold |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $144K | Hold |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $63K | Sell |
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|
2021
Q2 | $68K | Sell |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $102K | Buy |
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