Caldwell Trust’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 | $13.2M | Sell |
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|
2025
Q2 | $13.1M | Buy |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $9.82M | Sell |
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|
2023
Q3 | $9.17M | Sell |
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|
2023
Q2 | $9.19M | Sell |
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|
2023
Q1 | $8.6M | Buy |
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|
2022
Q4 | $8.21M | Sell |
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|
2022
Q3 | $6.82M | Sell |
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|
2022
Q2 | $7.63M | Sell |
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|
2022
Q1 | $8.84M | Buy |
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|
2021
Q4 | $8.87M | Sell |
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|
2021
Q3 | $8.72M | Buy |
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|
2021
Q2 | $9.08M | Sell |
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|
2021
Q1 | $9.55M | Buy |
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|
2020
Q4 | $9.46M | Sell |
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|
2020
Q3 | $9.09M | Sell |
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|
2020
Q2 | $8.52M | Sell |
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|
2020
Q1 | $7.24M | Sell |
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|
2019
Q4 | $9.17M | Buy |
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