MBE 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 | $536K | Hold |
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|
2025
Q2 | $530K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $502K | Hold |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $356K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $18K | Buy |
|