Fortis 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 | $489K | Hold |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $348K | Hold |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $199K | Hold |
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|
2019
Q3 | $181K | Buy |
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|
2019
Q2 | $164K | Hold |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $99K | Hold |
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|
2018
Q3 | $116K | Hold |
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|
2018
Q2 | $103K | Hold |
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|
2018
Q1 | $92K | Buy |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $71K | Buy |
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