Rockefeller Financial Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.42M | Buy |
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|
2017
Q3 | $319K | Buy |
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|
2017
Q2 | $116K | Sell |
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|
2017
Q1 | $120K | Hold |
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|
2016
Q4 | $110K | Buy |
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|
2016
Q3 | $97K | Hold |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $90K | Hold |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $86K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $13K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $15K | Sell |
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|
2014
Q1 | $146K | Sell |
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|
2013
Q4 | $4.25M | Sell |
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|
2013
Q3 | $49.3M | Sell |
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|
2013
Q2 | $47.1M | Buy |
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