Badgley Phelps Wealth Managers’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 | $1.36M | Sell |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $960K | Buy |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $778K | Buy |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $696K | Buy |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $507K | Buy |
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