Icon Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.49M | Sell |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $4.8M | Buy |
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|
2022
Q2 | $6.12M | Buy |
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|
2022
Q1 | $6.54M | Buy |
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|
2021
Q4 | $5.49M | Buy |
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|
2021
Q3 | $4.51M | Buy |
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|
2021
Q2 | $4.57M | Buy |
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|
2021
Q1 | $4M | Buy |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $22K | Buy |
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