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