Confluence Wealth Services’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 | $2.64M | Hold |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.19M | Buy |
|
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $775K | Buy |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $517K | Sell |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $548K | Buy |
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