J.W. Coons 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
Q2 | $3.73M | Buy |
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|
2025
Q1 | $2.06M | Hold |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $801K | Sell |
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|
2022
Q1 | $955K | Buy |
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|
2021
Q4 | $892K | Sell |
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|
2021
Q3 | $898K | Sell |
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|
2021
Q2 | $950K | Sell |
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|
2021
Q1 | $969K | Sell |
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|
2020
Q4 | $1.07M | Hold |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $785K | Buy |
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|
2020
Q1 | $563K | Buy |
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