Paragon Private Wealth 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 | $828K | Buy |
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|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $692K | Buy |
|
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|
2024
Q3 | $579K | Buy |
|
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|
2024
Q2 | $432K | Sell |
|
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $484K | Sell |
|
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $601K | Hold |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $567K | Hold |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $608K | Buy |
|