Morton Capital 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 | $456K | Hold |
|
|||||
|
2025
Q2 | $451K | Sell |
|
|||||
|
2025
Q1 | $449K | Buy |
|
|||||
|
2024
Q4 | $409K | Hold |
|
|||||
|
2024
Q3 | $383K | Buy |
|
|||||
|
2024
Q2 | $255K | Sell |
|
|||||
|
2024
Q1 | $283K | Buy |
|
|||||
|
2023
Q4 | $247K | Buy |
|
|||||
|
2023
Q3 | $223K | Hold |
|
|||||
|
2023
Q2 | $222K | Hold |
|
|||||
|
2023
Q1 | $205K | Sell |
|
|||||
|
2022
Q4 | $201K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $235K | Hold |
|
|||||
|
2021
Q4 | $236K | Buy |
|