Independent Wealth Network’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 | $427K | Buy |
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|
2025
Q2 | $370K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $329K | Buy |
|
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|
2024
Q3 | $292K | Sell |
|
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|
2024
Q2 | $285K | Sell |
|
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|
2024
Q1 | $316K | Sell |
|
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|
2023
Q4 | $303K | Buy |
|
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|
2023
Q3 | $280K | Sell |
|
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|
2023
Q2 | $293K | Buy |
|
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|
2023
Q1 | $270K | Buy |
|
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|
2022
Q4 | $228K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $277K | Sell |
|
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $273K | Buy |
|