Montag & Caldwell’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
|
|||||
|
2025
Q1 | $148K | Hold |
|
|||||
|
2024
Q4 | $142K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $32.7M | Sell |
|
|||||
|
2020
Q3 | $32.4M | Sell |
|
|||||
|
2020
Q2 | $29.8M | Sell |
|
|||||
|
2020
Q1 | $31.4M | Sell |
|
|||||
|
2019
Q4 | $43.6M | Sell |
|
|||||
|
2019
Q3 | $57.8M | Sell |
|
|||||
|
2019
Q2 | $56.5M | Sell |
|
|||||
|
2019
Q1 | $52M | Sell |
|
|||||
|
2018
Q4 | $45.3M | Sell |
|
|||||
|
2018
Q3 | $67.4M | Sell |
|
|||||
|
2018
Q2 | $62.5M | Sell |
|
|||||
|
2018
Q1 | $64.7M | Sell |
|
|||||
|
2017
Q4 | $84.4M | Sell |
|
|||||
|
2017
Q3 | $87.3M | Sell |
|
|||||
|
2017
Q2 | $79.8M | Sell |
|
|||||
|
2017
Q1 | $81.2M | Sell |
|
|||||
|
2016
Q4 | $95.1M | Sell |
|
|||||
|
2016
Q3 | $109M | Buy |
|
|||||
|
2016
Q2 | $77.4M | Buy |
|
|||||
|
2016
Q1 | $83M | Sell |
|
|||||
|
2015
Q4 | $118M | Sell |
|
|||||
|
2015
Q3 | $132M | Sell |
|
|||||
|
2015
Q2 | $156M | Sell |
|
|||||
|
2015
Q1 | $172M | Buy |
|
|||||
|
2014
Q4 | $1.29M | Buy |
|
|||||
|
2014
Q3 | $968K | Buy |
|