Baker Tilly 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 | $910K | Buy |
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|
2025
Q2 | $860K | Buy |
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|
2025
Q1 | $838K | Buy |
|
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|
2024
Q4 | $712K | Sell |
|
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|
2024
Q3 | $671K | Sell |
|
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|
2024
Q2 | $949K | Sell |
|
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|
2024
Q1 | $3.72M | Sell |
|
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|
2023
Q4 | $3.71M | Sell |
|
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|
2023
Q3 | $3.79M | Sell |
|
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|
2023
Q2 | $6.84M | Sell |
|
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|
2023
Q1 | $6.62M | Sell |
|
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|
2022
Q4 | $6.45M | Sell |
|
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|
2022
Q3 | $6.25M | Sell |
|
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|
2022
Q2 | $7.28M | Buy |
|
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|
2022
Q1 | $8.11M | Buy |
|
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|
2021
Q4 | $6.64M | Buy |
|
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|
2021
Q3 | $5.22M | Buy |
|
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|
2021
Q2 | $4.36M | Buy |
|
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|
2021
Q1 | $3.71M | Buy |
|
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|
2020
Q4 | $2.68M | Buy |
|