DHJJ Financial 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 | $458K | Sell |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $284K | Buy |
|