Consilium Wealth Advisory’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 | $931K | Sell |
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|
2025
Q2 | $945K | Sell |
|
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|
2025
Q1 | $928K | Buy |
|
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|
2024
Q4 | $881K | Sell |
|
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|
2024
Q3 | $829K | Sell |
|
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|
2024
Q2 | $1.89M | Sell |
|
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|
2024
Q1 | $2.13M | Buy |
|
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|
2023
Q4 | $1.81M | Buy |
|
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|
2023
Q3 | $1.58M | Buy |
|
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|
2023
Q2 | $1.34M | Buy |
|
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|
2023
Q1 | $1.02M | Sell |
|
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|
2022
Q4 | $1.17M | Sell |
|
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|
2022
Q3 | $1.05M | Buy |
|
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|
2022
Q2 | $1.14M | Buy |
|
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.23M | Buy |
|