Cabot 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 | $236K | Hold |
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|
2025
Q2 | $233K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $309K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3.65M | Sell |
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|
2013
Q3 | $3.16M | Sell |
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|
2013
Q2 | $2.84M | Buy |
|