Concentric 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
2024
Q3
$4.3M Sell
2024
Q2
$3.96M Sell
2024
Q1
$4.34M Sell
2023
Q4
$3.93M Sell
2023
Q3
$3.9M Sell
2023
Q2
$3.9M Sell
2023
Q1
$4.05M Sell
2022
Q4
$3.94M Sell
2022
Q3
$3.42M Sell
2022
Q2
$3.84M Sell
2022
Q1
$4.66M Sell
2021
Q4
$4.73M Sell
2021
Q3
$4.77M Sell
2021
Q2
$5.39M Sell
2021
Q1
$5.41M Sell
2020
Q4
$5.67M Sell
2020
Q3
$5.8M Sell
2020
Q2
$5.16M Sell
2020
Q1
$4.42M Sell
2019
Q4
$6.1M Buy