Smith Shellnut Wilson’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 | $272K | Sell |
|
|||||
|
2025
Q1 | $270K | Buy |
|
|||||
|
2024
Q4 | $244K | Buy |
|
|||||
|
2024
Q3 | $212K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $207K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $279 | Sell |
|
|||||
|
2020
Q2 | $268K | Hold |
|
|||||
|
2020
Q1 | $219K | Hold |
|
|||||
|
2019
Q4 | $270K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $433K | Hold |
|
|||||
|
2017
Q3 | $404K | Sell |
|
|||||
|
2017
Q2 | $309K | Sell |
|
|||||
|
2017
Q1 | $413K | Hold |
|
|||||
|
2016
Q4 | $379K | Buy |
|