CCG Wealth Management’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 | $239K | Buy |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $210K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $341K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q3 | $216K | Buy |
|