Prio Wealth Limited Partnership’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $931K | Sell |
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|
2023
Q4 | $976K | Buy |
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|
2023
Q3 | $872K | Buy |
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|
2023
Q2 | $862K | Hold |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $788K | Sell |
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|
2022
Q3 | $693K | Sell |
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|
2022
Q2 | $773K | Hold |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $911K | Hold |
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|
2021
Q3 | $881K | Hold |
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|
2021
Q2 | $925K | Hold |
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|
2021
Q1 | $902K | Hold |
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|
2020
Q4 | $904K | Sell |
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|
2020
Q3 | $862K | Sell |
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|
2020
Q2 | $760K | Sell |
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|
2020
Q1 | $687K | Sell |
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|
2019
Q4 | $902K | Hold |
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|
2019
Q3 | $820K | Sell |
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|
2019
Q2 | $899K | Buy |
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|
2019
Q1 | $797K | Sell |
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|
2018
Q4 | $654K | Buy |
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|
2018
Q3 | $751K | Buy |
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|
2018
Q2 | $603K | Sell |
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|
2018
Q1 | $550K | Sell |
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|
2017
Q4 | $518K | Hold |
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|
2017
Q3 | $483K | Hold |
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|
2017
Q2 | $416K | Sell |
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|
2017
Q1 | $390K | Buy |
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|
2016
Q4 | $334K | Hold |
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|
2016
Q3 | $329K | Hold |
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|
2016
Q2 | $284K | Buy |
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|
2016
Q1 | $279K | Hold |
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|
2015
Q4 | $287K | Buy |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $223K | Buy |
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