Geller Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.17M | Sell |
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|
2024
Q3 | $3.93M | Sell |
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|
2024
Q2 | $4.49M | Buy |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $1.96M | Buy |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.45M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $963K | Buy |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.68M | Hold |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $838K | Hold |
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|
2018
Q3 | $988K | Hold |
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|
2018
Q2 | $873K | Hold |
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|
2018
Q1 | $778K | Sell |
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|
2017
Q4 | $757K | Hold |
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|
2017
Q3 | $706K | Hold |
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|
2017
Q2 | $607K | Hold |
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|
2017
Q1 | $562K | Hold |
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|
2016
Q4 | $516K | Hold |
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|
2016
Q3 | $509K | Hold |
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|
2016
Q2 | $440K | Hold |
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|
2016
Q1 | $473K | Hold |
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|
2015
Q4 | $487K | Hold |
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|
2015
Q3 | $451K | Hold |
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|
2015
Q2 | $467K | Hold |
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|
2015
Q1 | $432K | Sell |
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|
2014
Q4 | $599K | Sell |
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|
2014
Q3 | $520K | Buy |
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|
2014
Q2 | $511K | Sell |
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|
2014
Q1 | $624K | Hold |
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|
2013
Q4 | $698K | Buy |
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|
2013
Q3 | $535K | Hold |
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|
2013
Q2 | $457K | Buy |
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