Evergreen Wealth Solutions’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
$1.44M Buy
2025
Q1
$1.22M Sell
2024
Q4
$1.41M Buy
2024
Q3
$1.24M Sell
2024
Q2
$1.37M Sell
2024
Q1
$1.81M Sell
2023
Q4
$1.88M Sell
2023
Q3
$1.84M Sell
2023
Q2
$1.94M Buy
2023
Q1
$1.78M Sell
2022
Q4
$1.77M Buy
2022
Q3
$1.42M Sell
2022
Q2
$1.66M Buy
2022
Q1
$1.85M Buy
2021
Q4
$1.84M Buy