Charter Oak Capital 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
Q3 | $749K | Sell |
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|
2025
Q2 | $948K | Buy |
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|
2025
Q1 | $611K | Buy |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $458K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $122K | Hold |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $119K | Buy |
|