O'Brien Wealth Partners’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 | $12.4K | Sell |
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|
2025
Q1 | $59.7K | Buy |
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|
2024
Q4 | $52.7K | Hold |
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|
2024
Q3 | $49.4K | Sell |
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|
2024
Q2 | $49K | Sell |
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|
2024
Q1 | $56.8K | Sell |
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|
2023
Q4 | $60.6K | Sell |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $151K | Sell |
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|
2023
Q1 | $145K | Sell |
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|
2022
Q4 | $141K | Sell |
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|
2022
Q3 | $131K | Sell |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $125K | Buy |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $213K | Buy |
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