Bell Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $195K | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $180K | Sell |
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|
2023
Q2 | $185K | Buy |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $119K | Buy |
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|
2022
Q2 | $114K | Buy |
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|
2021
Q4 | $147K | Buy |
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|
2021
Q3 | $111K | Buy |
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