Johnson & White 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
$1.08M Hold
2025
Q2
$1.07M Sell
2025
Q1
$1.05M Buy
2024
Q4
$997K Hold
2024
Q3
$942K Hold
2024
Q2
$842K Hold
2024
Q1
$919K Buy
2023
Q4
$799K Hold
2023
Q3
$741K Hold
2023
Q2
$736K Buy
2023
Q1
$677K Sell
2022
Q4
$640K Buy
2022
Q3
$529K Buy