Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.58M | Buy |
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|
2023
Q2 | $2.56M | Buy |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.47M | Hold |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $2.06M | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $1.52M | Buy |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $2.69M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $869K | Sell |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $945K | Hold |
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|
2018
Q1 | $843K | Buy |
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|
2017
Q4 | $524K | Hold |
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|
2017
Q3 | $489K | Buy |
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|
2017
Q2 | $369K | Buy |
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|
2017
Q1 | $162K | Sell |
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|
2016
Q4 | $179K | Buy |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $22K | Buy |
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|
2016
Q1 | $2K | Buy |
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|
2015
Q4 | $2K | Buy |
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