Clearstead Advisors’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 | $35M | Buy |
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|
2025
Q1 | $33.6M | Buy |
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|
2024
Q4 | $30.5M | Buy |
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|
2024
Q3 | $28.6M | Buy |
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|
2024
Q2 | $23.5M | Buy |
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|
2024
Q1 | $7.83M | Buy |
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|
2023
Q4 | $7.19M | Sell |
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|
2023
Q3 | $13.7M | Buy |
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|
2023
Q2 | $6.6M | Buy |
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|
2023
Q1 | $5.75M | Buy |
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $4.1M | Sell |
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|
2022
Q2 | $4.78M | Buy |
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|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $5.23M | Sell |
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|
2021
Q3 | $5.09M | Sell |
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|
2021
Q2 | $5.38M | Buy |
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|
2021
Q1 | $5.22M | Buy |
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|
2020
Q4 | $4.95M | Buy |
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|
2020
Q3 | $4.47M | Sell |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $2.57M | Sell |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $1.99M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $888K | Sell |
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|
2017
Q4 | $779K | Buy |
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|
2017
Q3 | $726K | Buy |
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|
2017
Q2 | $563K | Sell |
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|
2017
Q1 | $546K | Buy |
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|
2016
Q4 | $306K | Buy |
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