Mark Sheptoff Financial Planning’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 | $357K | Hold |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $410K | Sell |
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|
2021
Q3 | $431K | Hold |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $423K | Buy |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $350K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $194K | Hold |
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|
2018
Q4 | $156K | Hold |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $162K | Hold |
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|
2018
Q1 | $145K | Hold |
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|
2017
Q4 | $125K | Hold |
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|
2017
Q3 | $116K | Hold |
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|
2017
Q2 | $100K | Sell |
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|
2017
Q1 | $93K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $5K | Buy |
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|
2015
Q2 | $3K | Buy |
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