Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $990K | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $942K | Buy |
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|
2023
Q3 | $867K | Buy |
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|
2023
Q2 | $851K | Hold |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $979K | Hold |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $967K | Buy |
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|
2020
Q2 | $709K | Sell |
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|
2020
Q1 | $589K | Buy |
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|
2019
Q4 | $685K | Buy |
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