Buckingham Strategic Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.07M | Sell |
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|
2024
Q1 | $4.46M | Buy |
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|
2023
Q4 | $3.89M | Buy |
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|
2023
Q3 | $3.47M | Buy |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $2.94M | Hold |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.83M | Sell |
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|
2021
Q3 | $2.92M | Buy |
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|
2021
Q2 | $3.02M | Sell |
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|
2021
Q1 | $3M | Sell |
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|
2020
Q4 | $3.2M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $1.96M | Buy |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $932K | Sell |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $950K | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $833K | Buy |
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|
2017
Q3 | $501K | Sell |
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|
2017
Q2 | $446K | Buy |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $255K | Buy |
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|
2016
Q3 | $239K | Sell |
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|
2016
Q2 | $268K | Sell |
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|
2016
Q1 | $314K | Buy |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q3 | $237K | Sell |
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|
2015
Q2 | $365K | Buy |
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|
2015
Q1 | $222K | Hold |
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|
2014
Q4 | $221K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $212K | Buy |
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|
2013
Q4 | $231K | Buy |
|