Capital Planning Advisors’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 | $1.24M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $941K | Sell |
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|
2023
Q2 | $942K | Buy |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $753K | Buy |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $657K | Sell |
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|
2021
Q3 | $640K | Hold |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $592K | Buy |
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|
2020
Q4 | $237K | Buy |
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