Planning Directions’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 | $208K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $211K | Hold |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.4M | Buy |
|