Regent Peak Wealth 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
Q3 | $1.13M | Buy |
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|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $727K | Buy |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $662K | Sell |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $853K | Sell |
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|
2021
Q2 | $969K | Buy |
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|
2021
Q1 | $868K | Buy |
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|
2020
Q4 | $798K | Buy |
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|
2020
Q3 | $748K | Sell |
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|
2020
Q2 | $658K | Buy |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $312K | Buy |
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