Key Financial Inc’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 | $860K | Buy |
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|
2025
Q2 | $840K | Hold |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q4 | $781K | Buy |
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|
2024
Q3 | $721K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $544K | Sell |
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|
2023
Q4 | $546K | Hold |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $244K | Hold |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $200K | Hold |
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|
2020
Q1 | $173K | Hold |
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|
2019
Q4 | $204K | Buy |
|