Institute for 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 | $5.46M | Buy |
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|
2025
Q2 | $5.36M | Sell |
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|
2025
Q1 | $5.26M | Sell |
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|
2024
Q4 | $5.08M | Sell |
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|
2024
Q3 | $4.81M | Sell |
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|
2024
Q2 | $4.38M | Sell |
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|
2024
Q1 | $4.79M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $4.03M | Buy |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $3.76M | Sell |
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|
2022
Q4 | $3.67M | Sell |
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|
2022
Q3 | $3.03M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.78M | Buy |
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|
2021
Q4 | $3.79M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.57M | Buy |
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|
2021
Q1 | $3.41M | Buy |
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|
2020
Q4 | $3.34M | Buy |
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|
2020
Q3 | $2.92M | Buy |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $1.84M | Buy |
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|
2019
Q4 | $2.22M | Buy |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $960K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $761K | Buy |
|