Marcum Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $881K | Buy |
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|
2022
Q2 | $864K | Buy |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $278K | Buy |
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