Jones Financial Companies’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 | $32.1M | Buy |
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2025
Q1 | $24.9M | Buy |
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2024
Q4 | $16.8M | Buy |
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2024
Q3 | $10.5M | Buy |
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2024
Q2 | $5.75M | Buy |
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2024
Q1 | $1.49M | Buy |
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2023
Q4 | $851K | Sell |
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2023
Q3 | $805K | Buy |
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2023
Q2 | $795K | Sell |
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2023
Q1 | $760K | Buy |
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2022
Q4 | $611K | Buy |
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2022
Q3 | $388K | Sell |
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2022
Q2 | $455K | Buy |
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2022
Q1 | $510K | Sell |
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2021
Q4 | $531K | Buy |
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2021
Q3 | $425K | Sell |
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2021
Q2 | $452K | Sell |
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2021
Q1 | $527K | Buy |
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2020
Q4 | $339K | Buy |
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2020
Q3 | $260K | Buy |
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2013
Q4 | – | Sell |
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2013
Q3 | $88K | Sell |
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2013
Q2 | $94K | Buy |
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