Cassady Schiller Wealth Management’s Mastercard MA Stock Holding History

Cassady Schiller Wealth Management’s Portfolio MA Stock Details MA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$162K	Buy
2024 Q3	$131K	Hold
2024 Q2	$117K	Hold
2024 Q1	$128K	Buy
2023 Q4	$111K	Hold
2023 Q3	$103K	Hold
2023 Q2	$102K	Buy
2023 Q1	$72.7K	Hold
2022 Q4	$69.5K	Buy
2022 Q1	–	Sell
2021 Q4	$78K	Buy