Eads & Heald Wealth Management’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 | $502K | Hold |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $656K | Buy |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $724K | Sell |
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|
2019
Q4 | $992K | Buy |
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|
2019
Q3 | $897K | Sell |
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|
2019
Q2 | $881K | Sell |
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|
2019
Q1 | $836K | Sell |
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|
2018
Q4 | $680K | Buy |
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|
2018
Q3 | $797K | Buy |
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|
2018
Q2 | $686K | Buy |
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