Roberts, Glore & Co’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
|