Peninsula Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $582K | Buy |
|
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $451K | Buy |
|
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
|