Ritter Daniher Financial Advisory’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 | $1.19M | Buy |
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|
2025
Q2 | $114K | Hold |
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|
2025
Q1 | $111K | Sell |
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|
2024
Q4 | $118K | Hold |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $98.8K | Hold |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $95.5K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $101K | Hold |
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|
2022
Q4 | $97K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $14K | Hold |
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|
2020
Q4 | $14K | Buy |
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