Concord Wealth Partners’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 | $3.17M | Sell |
|
|||||
|
2025
Q2 | $3.24M | Buy |
|
|||||
|
2025
Q1 | $2.89M | Sell |
|
|||||
|
2024
Q4 | $3.07M | Buy |
|
|||||
|
2024
Q3 | $2.84M | Buy |
|
|||||
|
2024
Q2 | $2.2M | Buy |
|
|||||
|
2024
Q1 | $2.29M | Buy |
|
|||||
|
2023
Q4 | $1.45M | Buy |
|
|||||
|
2023
Q3 | $1.08M | Buy |
|
|||||
|
2023
Q2 | $931K | Buy |
|
|||||
|
2023
Q1 | $637K | Buy |
|
|||||
|
2022
Q4 | $505K | Sell |
|
|||||
|
2022
Q3 | $537K | Sell |
|
|||||
|
2022
Q2 | $633K | Buy |
|
|||||
|
2022
Q1 | $608K | Sell |
|
|||||
|
2021
Q4 | $612K | Buy |
|
|||||
|
2021
Q3 | $355K | Buy |
|
|||||
|
2021
Q2 | $367K | Sell |
|
|||||
|
2021
Q1 | $364K | Buy |
|
|||||
|
2020
Q4 | $212K | Buy |
|