Halbert Hargrove Global 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
Q3 | $108K | Buy |
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|
2025
Q2 | $84.3K | Buy |
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|
2025
Q1 | $52.1K | Buy |
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|
2024
Q4 | $31.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $767K | Buy |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $670K | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $666K | Sell |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $666K | Buy |
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|
2020
Q3 | $615K | Buy |
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|
2020
Q2 | $525K | Buy |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $506K | Sell |
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|
2019
Q3 | $469K | Sell |
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|
2019
Q2 | $461K | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | $392K | Sell |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $325K | Buy |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $212K | Sell |
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|
2016
Q2 | $242K | Sell |
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|
2016
Q1 | $271K | Sell |
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|
2015
Q4 | $330K | Sell |
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|
2015
Q3 | $316K | Sell |
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|
2015
Q2 | $695K | Sell |
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|
2015
Q1 | $661K | Buy |
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|
2014
Q4 | $369K | Sell |
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|
2014
Q3 | $328K | Sell |
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|
2014
Q2 | $503K | Buy |
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|
2014
Q1 | $506K | Sell |
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|
2013
Q4 | $604K | Sell |
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|
2013
Q3 | $807K | Buy |
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|
2013
Q2 | $603K | Buy |
|