Global Financial Private Client’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 | $483K | Buy |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $188K | Buy |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $199K | Hold |
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|
2021
Q4 | $197K | Hold |
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|
2021
Q3 | $197K | Hold |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $199K | Sell |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $690K | Sell |
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|
2020
Q2 | $623K | Sell |
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|
2020
Q1 | $482K | Buy |
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|
2019
Q4 | $559K | Buy |
|