Mascoma 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 | $102K | Sell |
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|
2025
Q2 | $135K | Hold |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $137K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $115K | Buy |
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|
2024
Q1 | $45.7K | Hold |
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|
2023
Q4 | $40.5K | Hold |
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|
2023
Q3 | $37.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $163K | Sell |
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|
2022
Q4 | $166K | Hold |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $171K | Buy |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $66K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $40K | Hold |
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|
2018
Q4 | $32K | Hold |
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|
2018
Q3 | $38K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $29K | Hold |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $18K | Buy |
|