Blue Bell Private 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 | $206K | Buy |
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|
2025
Q2 | $198K | Sell |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $167K | Buy |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $56.7K | Hold |
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|
2022
Q4 | $54.2K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $49K | Buy |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $54K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $12K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $11K | Hold |
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|
2015
Q2 | $12K | Sell |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $18K | Sell |
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|
2014
Q2 | $92K | Hold |
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|
2014
Q1 | $93K | Buy |
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|
2013
Q4 | $21K | Buy |
|