Modera 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 | $7.84M | Sell |
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|
2025
Q2 | $7.79M | Buy |
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|
2025
Q1 | $7.55M | Buy |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | $5.19M | Buy |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $4.05M | Sell |
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|
2023
Q3 | $3.81M | Sell |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $2.75M | Sell |
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|
2022
Q3 | $2.35M | Sell |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $988K | Buy |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $987K | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $244K | Hold |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $213K | Buy |
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