Detalus Advisors’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 | $1.35M | Sell |
|
|||||
|
2025
Q2 | $1.33M | Sell |
|
|||||
|
2025
Q1 | $1.31M | Buy |
|
|||||
|
2024
Q4 | $894K | Sell |
|
|||||
|
2024
Q3 | $878K | Buy |
|
|||||
|
2024
Q2 | $777K | Buy |
|
|||||
|
2024
Q1 | $823K | Sell |
|
|||||
|
2023
Q4 | $730K | Sell |
|
|||||
|
2023
Q3 | $773K | Sell |
|
|||||
|
2023
Q2 | $803K | Sell |
|
|||||
|
2023
Q1 | $747K | Buy |
|
|||||
|
2022
Q4 | $712K | Buy |
|
|||||
|
2022
Q3 | $545K | Sell |
|
|||||
|
2022
Q2 | $608K | Sell |
|
|||||
|
2022
Q1 | $693K | Sell |
|
|||||
|
2021
Q4 | $774K | Buy |
|
|||||
|
2021
Q3 | $749K | Buy |
|
|||||
|
2021
Q2 | $723K | Hold |
|
|||||
|
2021
Q1 | $705K | Sell |
|
|||||
|
2020
Q4 | $716K | Buy |
|
|||||
|
2020
Q3 | $665K | Sell |
|
|||||
|
2020
Q2 | $649K | Buy |
|
|||||
|
2020
Q1 | $524K | Buy |
|
|||||
|
2019
Q4 | $641K | Buy |
|