Private Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.6M | Sell |
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|
2025
Q2 | $4.78M | Sell |
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|
2025
Q1 | $5.24M | Buy |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $4.15M | Buy |
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|
2024
Q2 | $3.6M | Buy |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $3.41M | Buy |
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|
2023
Q3 | $3.09M | Hold |
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|
2023
Q2 | $3.07M | Sell |
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|
2023
Q1 | $2.87M | Buy |
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|
2022
Q4 | $2.73M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.55M | Hold |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.41M | Buy |
|