MBL 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
Q3 | $1.08M | Buy |
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|
2025
Q2 | $768K | Buy |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $634K | Sell |
|
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|
2024
Q2 | $571K | Buy |
|
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|
2024
Q1 | $623K | Buy |
|
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q1 | $248K | Buy |
|