Lyell 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 | $11M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $9.29M | Buy |
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|
2024
Q4 | $8.2M | Buy |
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|
2024
Q3 | $7.44M | Buy |
|
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|
2024
Q2 | $6.07M | Buy |
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|
2024
Q1 | $5.54M | Buy |
|
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|
2023
Q4 | $4.85M | Buy |
|
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|
2023
Q3 | $3.77M | Buy |
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|
2023
Q2 | $3.53M | Buy |
|
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|
2023
Q1 | $3.07M | Buy |
|
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|
2022
Q4 | $2.51M | Buy |
|
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $2.15M | Sell |
|
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|
2022
Q1 | $3.38M | Sell |
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|
2021
Q4 | $3.82M | Sell |
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|
2021
Q3 | $5.14M | Sell |
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|
2021
Q2 | $5.96M | Buy |
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|
2021
Q1 | $5.43M | Buy |
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|
2020
Q4 | $4.41M | Buy |
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|
2020
Q3 | $3.75M | Buy |
|