Journey Strategic Wealth’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 | $4.17M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.69M | Buy |
|
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $906K | Buy |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $860K | Sell |
|
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $655K | Buy |
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|
2021
Q4 | $648K | Buy |
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