Montis Financial’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 | $729K | Sell |
|
|||||
|
2025
Q2 | $802K | Sell |
|
|||||
|
2025
Q1 | $788K | Hold |
|
|||||
|
2024
Q4 | $757K | Buy |
|
|||||
|
2024
Q3 | $705K | Buy |
|
|||||
|
2024
Q2 | $365K | Hold |
|
|||||
|
2024
Q1 | $398K | Sell |
|
|||||
|
2023
Q4 | $361K | Hold |
|
|||||
|
2023
Q3 | $335K | Buy |
|
|||||
|
2023
Q2 | $326K | Hold |
|
|||||
|
2023
Q1 | $301K | Buy |
|
|||||
|
2022
Q4 | $282K | Sell |
|
|||||
|
2022
Q3 | $233K | Sell |
|
|||||
|
2022
Q2 | $260K | Sell |
|
|||||
|
2022
Q1 | $300K | Hold |
|
|||||
|
2021
Q4 | $301K | Sell |
|
|||||
|
2021
Q3 | $307K | Buy |
|
|||||
|
2021
Q2 | $300K | Hold |
|
|||||
|
2021
Q1 | $298K | Hold |
|
|||||
|
2020
Q4 | $259K | Buy |
|