Rothschild Investment LLC’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 | $1.6M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $670K | Buy |
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|
2023
Q1 | $462K | Buy |
|
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | $483K | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $3.96M | Sell |
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|
2019
Q4 | $5.18M | Hold |
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|
2019
Q3 | $4.71M | Hold |
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|
2019
Q2 | $4.59M | Sell |
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|
2019
Q1 | $4.55M | Hold |
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|
2018
Q4 | $3.65M | Sell |
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|
2018
Q3 | $4.31M | Hold |
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|
2018
Q2 | $3.8M | Hold |
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|
2018
Q1 | $3.39M | Sell |
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|
2017
Q4 | $2.95M | Sell |
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|
2017
Q3 | $3.47M | Buy |
|
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|
2017
Q2 | $2.38M | Hold |
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|
2017
Q1 | $2.2M | Buy |
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|
2016
Q4 | $487K | Sell |
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|
2016
Q3 | $509K | Buy |
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|
2016
Q2 | $438K | Hold |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $486K | Buy |
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|
2015
Q3 | $427K | Hold |
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|
2015
Q2 | $443K | Hold |
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|
2015
Q1 | $409K | Sell |
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|
2014
Q4 | $419K | Sell |
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|
2014
Q3 | $382K | Buy |
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|
2014
Q2 | $377K | Buy |
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|
2014
Q1 | $382K | Hold |
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|
2013
Q4 | $427K | Sell |
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|
2013
Q3 | $367K | Buy |
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|
2013
Q2 | $307K | Buy |
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