TCI Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $917K | Buy |
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|
2025
Q2 | $900K | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $919K | Buy |
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|
2022
Q3 | $695K | Buy |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $778K | Sell |
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|
2021
Q3 | $859K | Buy |
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|
2021
Q2 | $882K | Buy |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $481K | Buy |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $569K | Buy |
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|
2019
Q3 | $487K | Sell |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $427K | Sell |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $392K | Buy |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | $198K | Sell |
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|
2017
Q1 | $184K | Hold |
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|
2016
Q4 | $169K | Buy |
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|
2016
Q3 | $134K | Sell |
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|
2016
Q2 | $117K | Hold |
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|
2016
Q1 | $126K | Buy |
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|
2015
Q4 | $128K | Buy |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $12K | Hold |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $10K | Hold |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $9K | Sell |
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|
2013
Q2 | $180K | Buy |
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