Liberty Wealth Management’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 | $548K | Hold |
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|
2025
Q2 | $541K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q3 | $285K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | $116K | Buy |
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|
2021
Q1 | $100K | Hold |
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|
2020
Q4 | $100K | Buy |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $105K | Buy |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $102K | Buy |
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|
2019
Q2 | $88K | Sell |
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|
2019
Q1 | $81K | Sell |
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|
2018
Q4 | $67K | Buy |
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