Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $120K | Buy |
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|
2024
Q3 | $69.1K | Hold |
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|
2024
Q2 | $61.8K | Hold |
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|
2024
Q1 | $67.4K | Hold |
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|
2023
Q4 | $59.7K | Hold |
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|
2023
Q3 | $55.4K | Hold |
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|
2023
Q2 | $55.1K | Hold |
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|
2023
Q1 | $50.9K | Hold |
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|
2022
Q4 | $48.7K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $50K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $50 | Hold |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $43K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $79K | Buy |
|