BerganKDV 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
Q2 | $912K | Sell |
|
|||||
|
2023
Q1 | $872K | Buy |
|
|||||
|
2022
Q4 | $780K | Buy |
|
|||||
|
2022
Q3 | $576K | Buy |
|
|||||
|
2022
Q2 | $587K | Buy |
|
|||||
|
2022
Q1 | $609K | Buy |
|
|||||
|
2021
Q4 | $566K | Buy |
|
|||||
|
2021
Q3 | $510K | Buy |
|
|||||
|
2021
Q2 | $511K | Buy |
|
|||||
|
2021
Q1 | $497K | Sell |
|
|||||
|
2020
Q4 | $508K | Buy |
|
|||||
|
2020
Q3 | $476K | Sell |
|
|||||
|
2020
Q2 | $421K | Buy |
|
|||||
|
2020
Q1 | $338K | Buy |
|
|||||
|
2019
Q4 | $18K | Buy |
|