Gitterman 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
Q2 | $320K | Sell |
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|
2025
Q1 | $755K | Buy |
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|
2024
Q4 | $705K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $423K | Sell |
|
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|
2024
Q1 | $707K | Buy |
|
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|
2023
Q4 | $594K | Sell |
|
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|
2023
Q3 | $560K | Buy |
|
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $307K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $257K | Buy |
|