Evermay 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 | $991K | Hold |
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|
2025
Q2 | $979K | Buy |
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|
2025
Q1 | $948K | Buy |
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|
2024
Q4 | $673K | Hold |
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|
2024
Q3 | $632K | Hold |
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|
2024
Q2 | $564K | Hold |
|
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|
2024
Q1 | $616K | Buy |
|
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $695K | Hold |
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|
2023
Q1 | $643K | Hold |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $651K | Sell |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $446K | Hold |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $436K | Hold |
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|
2020
Q3 | $413K | Hold |
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|
2020
Q2 | $361K | Hold |
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|
2020
Q1 | $295K | Hold |
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|
2019
Q4 | $365K | Buy |
|