Retirement Planning Company of New England’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
$518K Buy
2025
Q2
$512K Buy
2025
Q1
$497K Sell
2024
Q4
$485K Hold
2024
Q3
$454K Hold
2024
Q2
$406K Buy
2024
Q1
$443K Sell
2023
Q4
$818K Buy
2023
Q3
$758K Buy
2023
Q2
$365K Buy
2023
Q1
$337K Sell
2022
Q4
$327K Buy
2022
Q3
$267K Hold
2022
Q2
$296K Buy
2022
Q1
$335K Hold
2021
Q4
$337K Buy