Sheets Smith Wealth Management’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 | $1.84M | Sell |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $2.28M | Sell |
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|
2019
Q3 | $2.11M | Buy |
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|
2019
Q2 | $2.04M | Sell |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.18M | Buy |
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|
2017
Q3 | $1.08M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.12M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $943K | Buy |
|