HighMark 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
Q3 | $120K | Sell |
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|
2025
Q2 | $124K | Sell |
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|
2025
Q1 | $132K | Buy |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | $96.8K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $93.3K | Buy |
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|
2023
Q3 | $86.1K | Hold |
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|
2023
Q2 | $85.4K | Buy |
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|
2023
Q1 | $76.3K | Hold |
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|
2022
Q4 | $73K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $71K | Hold |
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|
2021
Q4 | $72K | Hold |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $73K | Hold |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $48K | Hold |
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|
2019
Q4 | $59K | Buy |
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