BOK Financial Private Wealth’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 | $4.58M | Sell |
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|
2025
Q2 | $4.53M | Sell |
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|
2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $5.38M | Sell |
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|
2024
Q3 | $5.34M | Sell |
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|
2024
Q2 | $5.01M | Buy |
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|
2024
Q1 | $5.43M | Sell |
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|
2023
Q4 | $5.1M | Sell |
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|
2023
Q3 | $5.01M | Sell |
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|
2023
Q2 | $5.39M | Sell |
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|
2023
Q1 | $5.92M | Buy |
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|
2022
Q4 | $5.57M | Sell |
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|
2022
Q3 | $4.64M | Sell |
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|
2022
Q2 | $6.03M | Sell |
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|
2022
Q1 | $8.41M | Buy |
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|
2021
Q4 | $7.79M | Sell |
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|
2021
Q3 | $7.81M | Buy |
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|
2021
Q2 | $8.14M | Buy |
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|
2021
Q1 | $7.68M | Sell |
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|
2020
Q4 | $7.93M | Sell |
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|
2020
Q3 | $7.86M | Sell |
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|
2020
Q2 | $7.3M | Sell |
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|
2020
Q1 | $7.35M | Sell |
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|
2019
Q4 | $12.6M | Buy |
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|
2019
Q3 | $404K | Buy |
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|
2019
Q2 | $336K | Buy |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $201K | Buy |
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