Cherrydale 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
Q3 | $438K | Hold |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $220K | Buy |
|