PFG 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
Q4 | $260K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $180K | Sell |
|
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|
2024
Q3 | $172K | Sell |
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|
2024
Q2 | $163K | Buy |
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|
2024
Q1 | $174K | Sell |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $34K | Sell |
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|
2023
Q2 | $93.6K | Buy |
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|
2023
Q1 | $86.1K | Buy |
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|
2022
Q4 | $82K | Sell |
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|
2022
Q3 | $72K | Sell |
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|
2022
Q2 | $87K | Hold |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $93K | Buy |
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|
2021
Q3 | $77K | Buy |
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