Sullivan, Bruyette, Speros & Blaney’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $901K | Buy |
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|
2020
Q2 | $728K | Buy |
|
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|
2020
Q1 | $537K | Sell |
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|
2019
Q4 | $668K | Buy |
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|
2019
Q3 | $582K | Buy |
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|
2019
Q2 | $562K | Buy |
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|
2019
Q1 | $442K | Sell |
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|
2018
Q4 | $370K | Hold |
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|
2018
Q3 | $437K | Sell |
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|
2018
Q2 | $394K | Sell |
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|
2018
Q1 | $390K | Sell |
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|
2017
Q4 | $367K | Hold |
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|
2017
Q3 | $343K | Hold |
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|
2017
Q2 | $295K | Buy |
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|
2017
Q1 | $268K | Hold |
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|
2016
Q4 | $246K | Hold |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $221K | Buy |
|