EP Wealth 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
Q2 | $29M | Buy |
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|
2025
Q1 | $10.7M | Buy |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $9.84M | Buy |
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|
2024
Q2 | $7.22M | Buy |
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|
2024
Q1 | $7.6M | Sell |
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|
2023
Q4 | $6.87M | Sell |
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|
2023
Q3 | $6.4M | Buy |
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|
2023
Q2 | $6.68M | Buy |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $4.44M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $790K | Buy |
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|
2019
Q4 | $910K | Buy |
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|
2019
Q3 | $800K | Buy |
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|
2019
Q2 | $675K | Buy |
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|
2019
Q1 | $567K | Buy |
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|
2018
Q4 | $386K | Sell |
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|
2018
Q3 | $528K | Buy |
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|
2018
Q2 | $457K | Buy |
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|
2018
Q1 | $291K | Sell |
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|
2017
Q4 | $731K | Hold |
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|
2017
Q3 | $682K | Sell |
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|
2017
Q2 | $596K | Sell |
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|
2017
Q1 | $554K | Sell |
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|
2016
Q4 | $509K | Buy |
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|
2016
Q3 | $430K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $520K | Buy |
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