Connecticut 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
|
|||||
|
2025
Q1 | $1.17M | Sell |
|
|||||
|
2024
Q4 | $1.28M | Buy |
|
|||||
|
2024
Q3 | $981K | Sell |
|
|||||
|
2024
Q2 | $958K | Buy |
|
|||||
|
2024
Q1 | $1.04M | Buy |
|
|||||
|
2023
Q4 | $881K | Buy |
|
|||||
|
2023
Q3 | $641K | Hold |
|
|||||
|
2023
Q2 | $637K | Buy |
|
|||||
|
2023
Q1 | $475K | Buy |
|
|||||
|
2022
Q4 | $362K | Buy |
|
|||||
|
2022
Q3 | $287K | Buy |
|
|||||
|
2022
Q2 | $233K | Buy |
|
|||||
|
2022
Q1 | $206K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.94M | Buy |
|
|||||
|
2020
Q4 | $1.86M | Sell |
|
|||||
|
2020
Q3 | $1.77M | Buy |
|