Summit Asset Management’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 | $724K | Buy |
|
|||||
|
2025
Q1 | $693K | Hold |
|
|||||
|
2024
Q4 | $666K | Hold |
|
|||||
|
2024
Q3 | $625K | Buy |
|
|||||
|
2024
Q2 | $547K | Buy |
|
|||||
|
2024
Q1 | $513K | Hold |
|
|||||
|
2023
Q4 | $454K | Hold |
|
|||||
|
2023
Q3 | $422K | Hold |
|
|||||
|
2023
Q2 | $419K | Hold |
|
|||||
|
2023
Q1 | $387K | Hold |
|
|||||
|
2022
Q4 | $370K | Hold |
|
|||||
|
2022
Q3 | $303K | Sell |
|
|||||
|
2022
Q2 | $427K | Buy |
|
|||||
|
2022
Q1 | $480K | Hold |
|
|||||
|
2021
Q4 | $483K | Buy |
|
|||||
|
2021
Q3 | $439K | Buy |
|
|||||
|
2021
Q2 | $450K | Buy |
|
|||||
|
2021
Q1 | $429K | Sell |
|
|||||
|
2020
Q4 | $447K | Buy |
|
|||||
|
2020
Q3 | $319K | Buy |
|
|||||
|
2020
Q2 | $271K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $210K | Buy |
|