Shepherd Kaplan Krochuk’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$204K Buy
2018
Q4
Sell
2018
Q3
$854K Hold
2018
Q2
$754K Hold
2018
Q1
$672K Sell
2017
Q4
$596K Buy
2017
Q3
$542K Hold
2017
Q2
$466K Hold
2017
Q1
$431K Hold
2016
Q4
$396K Sell
2016
Q3
$458K Buy