Perigon 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 | $25M | Buy |
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|
2025
Q2 | $24.2M | Buy |
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|
2025
Q1 | $22.9M | Buy |
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|
2024
Q4 | $21.8M | Buy |
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|
2024
Q3 | $20.4M | Sell |
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|
2024
Q2 | $20.2M | Sell |
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|
2024
Q1 | $22.4M | Sell |
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|
2023
Q4 | $19.9M | Buy |
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|
2023
Q3 | $4.45M | Buy |
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|
2023
Q2 | $4.09M | Buy |
|
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $730K | Sell |
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|
2022
Q2 | $874K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $989K | Buy |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $668K | Sell |
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|
2020
Q4 | $747K | Buy |
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|
2020
Q3 | $536K | Sell |
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|
2020
Q2 | $605K | Buy |
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|
2020
Q1 | $550K | Buy |
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|
2019
Q4 | $245K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $116K | Sell |
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|
2017
Q2 | $804K | Buy |
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|
2017
Q1 | $721K | Buy |
|
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|
2016
Q4 | $634K | Buy |
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|
2016
Q3 | $102K | Hold |
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|
2016
Q2 | $88K | Hold |
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|
2016
Q1 | $95K | Buy |
|