Polaris Wealth Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $22M | Buy |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $16.2M | Sell |
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|
2020
Q2 | $21.2M | Buy |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $2.24M | Sell |
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|
2019
Q3 | $1.85M | Buy |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $662K | Buy |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $24K | Sell |
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|
2018
Q1 | $155K | Sell |
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|
2017
Q4 | $326K | Sell |
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|
2017
Q3 | $318K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $13.7M | Buy |
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|
2015
Q4 | $10.2M | Buy |
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|
2015
Q3 | $7.53M | Buy |
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|
2015
Q2 | $6.03M | Buy |
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|
2015
Q1 | $4.84M | Buy |
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|
2014
Q4 | $3.18M | Buy |
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|
2014
Q3 | $2.46M | Buy |
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|
2014
Q2 | $2.01M | Buy |
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|
2014
Q1 | $1.9M | Buy |
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|
2013
Q4 | $1.77M | Buy |
|