D.B. Root & Company’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 | $1.4M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.42M | Buy |
|
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.38M | Sell |
|
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|
2023
Q3 | $1.51M | Hold |
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|
2023
Q2 | $1.5M | Buy |
|
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|
2023
Q1 | $1.32M | Sell |
|
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.2M | Sell |
|
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.8M | Buy |
|
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|
2020
Q4 | $1.74M | Sell |
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|
2020
Q3 | $1.99M | Sell |
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|
2020
Q2 | $2.09M | Sell |
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|
2020
Q1 | $1.71M | Buy |
|
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.69M | Sell |
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|
2019
Q1 | $1.53M | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $1.47M | Sell |
|
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $211K | Buy |
|