Marks Group 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
Q2 | $1.27M | Hold |
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|
2025
Q1 | $1.24M | Hold |
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|
2024
Q4 | $1.19M | Hold |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $993K | Hold |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $961K | Buy |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $861K | Buy |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q4 | $735K | Hold |
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|
2022
Q3 | $601K | Hold |
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|
2022
Q2 | $667K | Sell |
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|
2022
Q1 | $863K | Hold |
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|
2021
Q4 | $869K | Hold |
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|
2021
Q3 | $839K | Buy |
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