Baldwin Wealth Partners’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 | $436K | Sell |
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|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $676K | Sell |
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|
2023
Q1 | $627K | Sell |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $577K | Hold |
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|
2022
Q2 | $640K | Sell |
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|
2022
Q1 | $731K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $631K | Sell |
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|
2020
Q4 | $647K | Sell |
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|
2020
Q3 | $681K | Hold |
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|
2020
Q2 | $595K | Sell |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $515K | Sell |
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|
2019
Q2 | $522K | Sell |
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|
2019
Q1 | $481K | Sell |
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|
2018
Q4 | $389K | Hold |
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|
2018
Q3 | $459K | Buy |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $488K | Sell |
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|
2017
Q4 | $428K | Sell |
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|
2017
Q3 | $442K | Sell |
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|
2017
Q2 | $398K | Hold |
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|
2017
Q1 | $369K | Buy |
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|
2016
Q4 | $312K | Hold |
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|
2016
Q3 | $307K | Sell |
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|
2016
Q2 | $280K | Sell |
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|
2016
Q1 | $555K | Sell |
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|
2015
Q4 | $1.09M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $579K | Sell |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $2.82M | Sell |
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|
2013
Q4 | $3.79M | Buy |
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|
2013
Q3 | $2.87M | Sell |
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|
2013
Q2 | $3.25M | Buy |
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