Strategic Wealth Partners’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 | $1.1M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $849K | Sell |
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|
2024
Q2 | $790K | Sell |
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|
2024
Q1 | $920K | Buy |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $652K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $510K | Buy |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $212K | Hold |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $307K | Hold |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $295 | Sell |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $325K | Sell |
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|
2018
Q3 | $417K | Sell |
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|
2018
Q2 | $426K | Sell |
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|
2018
Q1 | $879K | Sell |
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|
2017
Q4 | $856K | Buy |
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