Loring Wolcott & Coolidge Fiduciary Advisors’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 | $790M | Sell |
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|
2025
Q1 | $767M | Sell |
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|
2024
Q4 | $804M | Sell |
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|
2024
Q3 | $759M | Buy |
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|
2024
Q2 | $659M | Sell |
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|
2024
Q1 | $689M | Sell |
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|
2023
Q4 | $697M | Sell |
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|
2023
Q3 | $614M | Sell |
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|
2023
Q2 | $643M | Sell |
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|
2023
Q1 | $599M | Sell |
|
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|
2022
Q4 | $579M | Sell |
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|
2022
Q3 | $477M | Sell |
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|
2022
Q2 | $531M | Sell |
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|
2022
Q1 | $604M | Sell |
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|
2021
Q4 | $612M | Buy |
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|
2021
Q3 | $591M | Sell |
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|
2021
Q2 | $626M | Sell |
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|
2021
Q1 | $622M | Sell |
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|
2020
Q4 | $636M | Buy |
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|
2020
Q3 | $602M | Sell |
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|
2020
Q2 | $538M | Sell |
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|
2020
Q1 | $444M | Sell |
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|
2019
Q4 | $559M | Sell |
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|
2019
Q3 | $511M | Sell |
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|
2019
Q2 | $506M | Sell |
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|
2019
Q1 | $463M | Sell |
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|
2018
Q4 | $375M | Sell |
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|
2018
Q3 | $445M | Sell |
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|
2018
Q2 | $398M | Sell |
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|
2018
Q1 | $366M | Sell |
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|
2017
Q4 | $323M | Sell |
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|
2017
Q3 | $305M | Buy |
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|
2017
Q2 | $276M | Sell |
|
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|
2017
Q1 | $247M | Sell |
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|
2016
Q4 | $228M | Sell |
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|
2016
Q3 | $225M | Buy |
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|
2016
Q2 | $193M | Sell |
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|
2016
Q1 | $209M | Buy |
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|
2015
Q4 | $213M | Buy |
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|
2015
Q3 | $200M | Hold |
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|
2015
Q2 | $200M | Sell |
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|
2015
Q1 | $186M | Sell |
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|
2014
Q4 | $186M | Buy |
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|
2014
Q3 | $159M | Buy |
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|
2014
Q2 | $158M | Sell |
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|
2014
Q1 | $162M | Sell |
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|
2013
Q4 | $183M | Sell |
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|
2013
Q3 | $148M | Sell |
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|
2013
Q2 | $127M | Buy |
|