Kathleen S. Wright Associates’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 | $289K | Hold |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $312K | Hold |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $363K | Hold |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $18.1K | Sell |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $791K | Buy |
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