Dubuque Bank & Trust’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$531K Buy
1,341
+68
+5% +$27.3K 0.07% 126
2023
Q2
$501K Buy
1,273
+1
+0.1% +$375 0.06% 133
2023
Q1
$462K Sell
1,272
-3
-0.2% -$1.09K 0.06% 135
2022
Q4
$443K Sell
1,275
-5
-0.4% -$1.65K 0.06% 135
2022
Q3
$364K Buy
1,280
+80
+7% +$26.5K 0.05% 145
2022
Q2
$379K Sell
1,200
-3
-0.2% -$1.03K 0.05% 137
2022
Q1
$430K Hold
1,203
0.05% 147
2021
Q4
$432K Sell
1,203
-930
-44% -$322K 0.05% 161
2021
Q3
$741K Sell
2,133
-628
-23% -$228K 0.08% 121
2021
Q2
$1.01M Sell
2,761
-1,285
-32% -$478K 0.11% 113
2021
Q1
$1.44M Hold
4,046
0.16% 85
2020
Q4
$1.44M Sell
4,046
-447
-10% -$149K 0.18% 87
2020
Q3
$1.52M Sell
4,493
-1,000
-18% -$325K 0.22% 79
2020
Q2
$1.62M Sell
5,493
-21
-0.4% -$5.92K 0.25% 77
2020
Q1
$1.33M Buy
5,514
+1,250
+29% +$372K 0.25% 82
2019
Q4
$1.27M Buy
4,264
+90
+2% +$25.4K 0.19% 92
2019
Q3
$1.13M Buy
4,174
+49
+1% +$13.5K 0.18% 91
2019
Q2
$1.09M Sell
4,125
-6
-0.1% -$1.5K 0.18% 91
2019
Q1
$973K Buy
4,131
+3
+0.1% +$645 0.16% 87
2018
Q4
$779K Buy
4,128
+31
+0.8% +$6.16K 0.14% 90
2018
Q3
$912K Sell
4,097
-19
-0.5% -$3.96K 0.14% 82
2018
Q2
$809K Hold
4,116
0.13% 86
2018
Q1
$721K Buy
4,116
+36
+0.9% +$6.15K 0.12% 92
2017
Q4
$618K Hold
4,080
0.09% 102
2017
Q3
$576K Sell
4,080
-57
-1% -$7.54K 0.09% 107
2017
Q2
$502K Buy
4,137
+930
+29% +$110K 0.11% 107
2017
Q1
$361K Buy
3,207
+1,347
+72% +$148K 0.08% 127
2016
Q4
$192K Hold
1,860
0.03% 152
2016
Q3
$189K Hold
1,860
0.04% 151
2016
Q2
$164K Buy
1,860
+70
+4% +$6.68K 0.03% 178
2016
Q1
$170K Sell
1,790
-451
-20% -$39.9K 0.03% 187
2015
Q4
$218K Buy
2,241
+1,056
+89% +$103K 0.05% 202
2015
Q3
$107K Sell
1,185
-93
-7% -$8.74K 0.02% 232
2015
Q2
$119K Buy
1,278
+638
+100% +$58.5K 0.02% 246
2015
Q1
$55K Hold
640
0.01% 277
2014
Q4
$55K Hold
640
0.01% 278
2014
Q3
$47K Hold
640
0.01% 297
2014
Q2
$47K Sell
640
-400
-38% -$29.7K 0.01% 323
2014
Q1
$78K Hold
1,040
0.01% 198
2013
Q4
$87K Hold
1,040
0.02% 181
2013
Q3
$70K Buy
1,040
+640
+160% +$40.2K 0.01% 192
2013
Q2
$23K Buy
+400
New +$22.2K ﹤0.01% 228

Other funds holding MA

Dubuque Bank & Trust's MA Position: Q3 2023 in Review

Dubuque Bank & Trust increased its Mastercard (MA) stake by 5.3% in Q3 2023, buying an estimated $27.3K and bringing the position to 1,341 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #126.

Dubuque Bank & Trust first reported a position in MA in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.62M in Q2 2020. 2,815 funds tracked by Wall St. Rank hold MA as of Q3 2023.

  • Dubuque Bank & Trust held 1,341 shares of Mastercard worth $531K as of Q3 2023.
  • Dubuque Bank & Trust bought 68 Mastercard shares in Q3 2023, an estimated $27.3K.
  • Mastercard made up 0.07% of Dubuque Bank & Trust's portfolio in Q3 2023, its #126 holding.
  • Dubuque Bank & Trust first reported a position in Mastercard in Q2 2013 and has held it in 42 quarters since.
  • Dubuque Bank & Trust's Mastercard position peaked at $1.62M in Q2 2020.
  • 2,815 funds tracked by Wall St. Rank held Mastercard as of Q3 2023.

Based on Dubuque Bank & Trust's 13F filing for Q3 2023, filed 27 Oct 2023.