Elmwood 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 | $3.26M | Buy |
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|
2025
Q2 | $3.12M | Sell |
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|
2025
Q1 | $3.07M | Sell |
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|
2024
Q4 | $3.05M | Sell |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q2 | $2.48M | Hold |
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|
2021
Q1 | $2.42M | Buy |
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|
2020
Q3 | $1.99M | Hold |
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|
2020
Q2 | $1.99M | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $2.04M | Sell |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.87M | Sell |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.36M | Buy |
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