JFS Wealth 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 | $434K | Sell |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $407K | Hold |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $142K | Sell |
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|
2023
Q1 | $138K | Sell |
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|
2022
Q4 | $135K | Sell |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $53K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $25K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3K | Buy |
|