Schneider Downs Wealth Management Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $204K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $579K | Sell |
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|
2022
Q2 | $844K | Sell |
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|
2022
Q1 | $971K | Buy |
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|
2021
Q4 | $952K | Sell |
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|
2021
Q3 | $963K | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $979K | Buy |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $277K | Buy |
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|
2020
Q2 | $214K | Buy |
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