Corient Private Wealth’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
$365M Sell
2025
Q1
$358M Sell
2024
Q4
$376M Buy
2024
Q3
$278M Buy
2024
Q2
$237M Buy
2024
Q1
$257M Sell
2023
Q4
$231M Buy
2023
Q3
$212M Sell
2023
Q2
$217M Sell
2023
Q1
$202M Buy
2022
Q4
$123M Buy