Sage Private Wealth Group’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 | $496K | Buy |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $404K | Sell |
|
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $385K | Sell |
|
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $372K | Buy |
|