Callan Capital’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $900K | Buy |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $430K | Hold |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $308K | Buy |
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