Crestwood Advisors Group’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 | $41.4M | Buy |
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|
2025
Q1 | $34M | Buy |
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|
2024
Q4 | $30.5M | Buy |
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|
2024
Q3 | $26M | Buy |
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|
2024
Q2 | $6.55M | Sell |
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|
2024
Q1 | $7.18M | Buy |
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|
2023
Q4 | $5.77M | Sell |
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|
2023
Q3 | $5.4M | Buy |
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|
2023
Q2 | $5.25M | Sell |
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|
2023
Q1 | $6.94M | Sell |
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|
2022
Q4 | $8.5M | Buy |
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|
2022
Q3 | $6.65M | Sell |
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|
2022
Q2 | $8.34M | Sell |
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|
2022
Q1 | $9.49M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $9.46M | Sell |
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|
2021
Q2 | $13M | Sell |
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|
2021
Q1 | $12.9M | Buy |
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|
2020
Q4 | $12.8M | Sell |
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|
2020
Q3 | $12.1M | Buy |
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|
2020
Q2 | $10.6M | Buy |
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|
2020
Q1 | $8.09M | Buy |
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|
2019
Q4 | $9.82M | Buy |
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|
2019
Q3 | $7.37M | Buy |
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|
2019
Q2 | $2.73M | Buy |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $1.6M | Buy |
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|
2018
Q3 | $1.88M | Sell |
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|
2018
Q2 | $1.76M | Sell |
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|
2018
Q1 | $1.53M | Sell |
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|
2017
Q4 | $1.4M | Sell |
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|
2017
Q3 | $1.32M | Sell |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $1.39M | Hold |
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|
2016
Q3 | $1.37M | Sell |
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|
2016
Q2 | $1.28M | Hold |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.42M | Sell |
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|
2015
Q3 | $1.32M | Sell |
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|
2015
Q2 | $1.42M | Buy |
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|
2015
Q1 | $763K | Buy |
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|
2014
Q4 | $283K | Buy |
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|
2014
Q3 | $223K | Hold |
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|
2014
Q2 | $222K | Sell |
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|
2014
Q1 | $307K | Sell |
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|
2013
Q4 | $352K | Buy |
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|
2013
Q3 | $250K | Sell |
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|
2013
Q2 | $240K | Buy |
|