GoalVest Advisory’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 | $406K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $166K | Hold |
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|
2024
Q3 | $156K | Hold |
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|
2024
Q2 | $139K | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $136K | Buy |
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|
2023
Q1 | $60.7K | Hold |
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|
2022
Q4 | $58.1K | Sell |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q2 | $821K | Buy |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $136K | Buy |
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