MBM Wealth Consultants’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 | $409K | Sell |
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|
2025
Q2 | $409K | Hold |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $366K | Hold |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $360K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $517K | Sell |
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|
2019
Q4 | $713K | Sell |
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|
2019
Q3 | $697K | Buy |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $612K | Buy |
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|
2018
Q4 | $484K | Buy |
|