Endowment 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
Q2 | $361K | Sell |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $360K | Sell |
|
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|
2024
Q2 | $347K | Sell |
|
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|
2024
Q1 | $380K | Sell |
|
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $322K | Sell |
|
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $314K | Sell |
|
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|
2022
Q4 | $309K | Sell |
|
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $237K | Buy |
|