Calton & Associates’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $810K | Buy |
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|
2021
Q1 | $750K | Sell |
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|
2020
Q4 | $885K | Buy |
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|
2020
Q3 | $819K | Buy |
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|
2020
Q2 | $665K | Sell |
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|
2020
Q1 | $688K | Sell |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $686K | Sell |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $965K | Buy |
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|
2018
Q1 | $345K | Sell |
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|
2017
Q4 | $331K | Buy |
|