CFM Wealth Partners’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 | $8.73M | Buy |
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|
2025
Q1 | $8.44M | Buy |
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|
2024
Q4 | $7.74M | Buy |
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|
2024
Q3 | $7.19M | Buy |
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|
2024
Q2 | $5.88M | Buy |
|
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|
2024
Q1 | $5.9M | Buy |
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|
2023
Q4 | $4.92M | Buy |
|
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|
2023
Q3 | $4.39M | Buy |
|
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|
2023
Q2 | $3.93M | Buy |
|
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|
2023
Q1 | $3.6M | Buy |
|
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|
2022
Q4 | $3.43M | Buy |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $3.09M | Sell |
|
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|
2022
Q1 | $3.62M | Sell |
|
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|
2021
Q4 | $3.86M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.66M | Buy |
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|
2021
Q1 | $3.55M | Sell |
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|
2020
Q4 | $3.73M | Buy |
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|
2020
Q3 | $3.17M | Buy |
|
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|
2020
Q2 | $2.42M | Buy |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $2.67M | Buy |
|