Cypress 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
Q3 | $689K | Buy |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $630K | Buy |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $591K | Sell |
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|
2021
Q3 | $579K | Sell |
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|
2021
Q2 | $675K | Buy |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $563K | Buy |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $424K | Sell |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $462K | Buy |
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|
2018
Q2 | $360K | Buy |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $295K | Buy |
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