Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $223K | Buy |
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|
2019
Q3 | $169K | Buy |
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|
2019
Q2 | $120K | Sell |
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|
2019
Q1 | $111K | Buy |
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|
2018
Q4 | $91K | Hold |
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|
2018
Q3 | $89K | Hold |
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|
2018
Q2 | $92K | Hold |
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|
2018
Q1 | $79K | Sell |
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|
2017
Q4 | $94K | Buy |
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|
2017
Q3 | $80K | Hold |
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|
2017
Q2 | $70K | Hold |
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|
2017
Q1 | $61K | Buy |
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|
2016
Q4 | $48K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
|