Triangle Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $768K | Buy |
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|
2025
Q2 | $755K | Sell |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $734K | Sell |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $660K | Sell |
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|
2024
Q1 | $745K | Buy |
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|
2023
Q4 | $565K | Hold |
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|
2023
Q3 | $525K | Sell |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $489K | Sell |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $541K | Hold |
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|
2020
Q4 | $543K | Buy |
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|
2020
Q3 | $502K | Hold |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $312K | Buy |
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|
2019
Q1 | $230K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $221K | Buy |
|