TA
Tiedemann Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.8M | Buy |
7,084
+593
| +9% | +$235K | 0.12% | 67 |
|
|
2023
Q2 | $2.55M | Buy |
6,491
+200
| +3% | +$78.7K | 0.11% | 68 |
|
|
2023
Q1 | $2.29M | Hold |
6,291
| – | – | 0.1% | 73 |
|
|
2022
Q4 | $2.19M | Buy |
6,291
+18
| +0.3% | +$6.26K | 0.1% | 71 |
|
|
2022
Q3 | $1.78M | Sell |
6,273
-119
| -2% | -$33.8K | 0.11% | 81 |
|
|
2022
Q2 | $2.02M | Sell |
6,392
-11
| -0.2% | -$3.47K | 0.15% | 67 |
|
|
2022
Q1 | $2.29M | Buy |
6,403
+118
| +2% | +$42.2K | 0.12% | 82 |
|
|
2021
Q4 | $2.26M | Hold |
6,285
| – | – | 0.11% | 82 |
|
|
2021
Q3 | $2.19M | Sell |
6,285
-1,938
| -24% | -$674K | 0.12% | 79 |
|
|
2021
Q2 | $3M | Buy |
8,223
+602
| +8% | +$220K | 0.12% | 84 |
|
|
2021
Q1 | $2.71M | Buy |
7,621
+227
| +3% | +$80.8K | 0.12% | 86 |
|
|
2020
Q4 | $2.64M | Buy |
7,394
+181
| +3% | +$64.6K | 0.13% | 84 |
|
|
2020
Q3 | $2.44M | Sell |
7,213
-2,115
| -23% | -$715K | 0.12% | 114 |
|
|
2020
Q2 | $2.76M | Sell |
9,328
-66
| -0.7% | -$19.5K | 0.15% | 94 |
|
|
2020
Q1 | $2.27M | Buy |
9,394
+1,950
| +26% | +$471K | 0.15% | 96 |
|
|
2019
Q4 | $2.22M | Sell |
7,444
-1,413
| -16% | -$422K | 0.11% | 110 |
|
|
2019
Q3 | $2.4M | Buy |
8,857
+7,006
| +378% | +$1.9M | 0.12% | 110 |
|
|
2019
Q2 | $488K | Sell |
1,851
-14,097
| -88% | -$3.72M | 0.02% | 201 |
|
|
2019
Q1 | $3.76M | Sell |
15,948
-60
| -0.4% | -$14.1K | 0.18% | 87 |
|
|
2018
Q4 | $3.02M | Buy |
16,008
+4,998
| +45% | +$943K | 0.15% | 103 |
|
|
2018
Q3 | $2.45M | Hold |
11,010
| – | – | 0.15% | 93 |
|
|
2018
Q2 | $2.16M | Buy |
11,010
+200
| +2% | +$39.3K | 0.14% | 101 |
|
|
2018
Q1 | $1.9M | Buy |
+10,810
| New | +$1.9M | 0.13% | 100 |
|
|
2017
Q4 | – | Sell |
-2,934
| Closed | -$331K | – | 288 |
|
|
2017
Q3 | $331K | Sell |
2,934
-11,913
| -80% | -$1.34M | 0.03% | 266 |
|
|
2017
Q2 | $1.8M | Buy |
14,847
+291
| +2% | +$35.3K | 0.13% | 134 |
|
|
2017
Q1 | $1.64M | Buy |
14,556
+3,868
| +36% | +$435K | 0.14% | 131 |
|
|
2016
Q4 | $1.1M | Sell |
10,688
-700
| -6% | -$72.3K | 0.11% | 135 |
|
|
2016
Q3 | $1.17M | Buy |
+11,388
| New | +$1.17M | 0.24% | 57 |
|