Mountain Capital Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $280K | Sell |
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|
2025
Q3 | $316K | Buy |
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|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $218K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $2.91M | Buy |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.73M | Sell |
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|
2020
Q3 | $2.27M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $89K | Buy |
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