Plante Moran Financial 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 | $418K | Sell |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $506K | Sell |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $639K | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $804K | Sell |
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|
2020
Q3 | $848K | Buy |
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|
2020
Q2 | $701K | Buy |
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|
2020
Q1 | $568K | Buy |
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|
2019
Q4 | $626K | Sell |
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|
2019
Q3 | $802K | Buy |
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|
2019
Q2 | $752K | Sell |
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|
2019
Q1 | $691K | Buy |
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|
2018
Q4 | $479K | Sell |
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|
2018
Q3 | $600K | Sell |
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|
2018
Q2 | $856K | Buy |
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|
2018
Q1 | $626K | Sell |
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|
2017
Q4 | $607K | Buy |
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|
2017
Q3 | $413K | Sell |
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|
2017
Q2 | $364K | Sell |
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|
2017
Q1 | $363K | Sell |
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|
2016
Q4 | $333K | Buy |
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|
2016
Q3 | $302K | Buy |
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|
2016
Q2 | $252K | Sell |
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|
2016
Q1 | $271K | Sell |
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|
2015
Q4 | $290K | Sell |
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|
2015
Q3 | $278K | Sell |
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|
2015
Q2 | $420K | Buy |
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|
2015
Q1 | $175K | Buy |
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|
2014
Q4 | $161K | Buy |
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|
2014
Q3 | $137K | Sell |
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|
2014
Q2 | $192K | Buy |
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|
2014
Q1 | $99K | Hold |
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|
2013
Q4 | $111K | Hold |
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|
2013
Q3 | $89K | Buy |
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|
2013
Q2 | $44K | Buy |
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