Kestra Private Wealth Services’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
$16.1M Buy
2025
Q1
$14.3M Buy
2024
Q4
$13.2M Sell
2024
Q3
$13.7M Buy
2024
Q2
$11.8M Buy
2024
Q1
$12.5M Buy
2023
Q4
$10.8M Buy
2023
Q3
$9.28M Buy
2023
Q2
$8M Buy
2023
Q1
$7.17M Buy
2022
Q4
$6.61M Sell
2022
Q3
$6.42M Buy
2022
Q2
$6.34M Sell
2022
Q1
$7.4M Buy
2021
Q4
$7.35M Buy
2021
Q3
$6.53M Buy
2021
Q2
$6.43M Buy
2021
Q1
$6.1M Buy
2020
Q4
$5.87M Buy
2020
Q3
$4.88M Buy