REDW Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $509K | Sell |
|
|||||
|
2024
Q2 | $470K | Sell |
|
|||||
|
2024
Q1 | $536K | Hold |
|
|||||
|
2023
Q4 | $474K | Sell |
|
|||||
|
2023
Q3 | $491K | Sell |
|
|||||
|
2023
Q2 | $598K | Buy |
|
|||||
|
2023
Q1 | $528K | Hold |
|
|||||
|
2022
Q4 | $505K | Sell |
|
|||||
|
2022
Q3 | $490K | Buy |
|
|||||
|
2022
Q2 | $464K | Sell |
|
|||||
|
2022
Q1 | $540K | Buy |
|
|||||
|
2021
Q4 | $536K | Sell |
|
|||||
|
2021
Q3 | $571K | Sell |
|
|||||
|
2021
Q2 | $624K | Hold |
|
|||||
|
2021
Q1 | $608K | Sell |
|
|||||
|
2020
Q4 | $614K | Hold |
|
|||||
|
2020
Q3 | $582K | Hold |
|
|||||
|
2020
Q2 | $509K | Hold |
|
|||||
|
2020
Q1 | $415K | Hold |
|
|||||
|
2019
Q4 | $514K | Hold |
|
|||||
|
2019
Q3 | $467K | Hold |
|
|||||
|
2019
Q2 | $455K | Hold |
|
|||||
|
2019
Q1 | $405K | Hold |
|
|||||
|
2018
Q4 | $324K | Hold |
|
|||||
|
2018
Q3 | $383K | Hold |
|
|||||
|
2018
Q2 | $338K | Hold |
|
|||||
|
2018
Q1 | $301K | Sell |
|
|||||
|
2017
Q4 | $266K | Hold |
|
|||||
|
2017
Q3 | $249K | Hold |
|
|||||
|
2017
Q2 | $214K | Buy |
|