TrinityPoint Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.27M | Sell |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $3.56M | Buy |
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|
2024
Q1 | $3.85M | Sell |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $3.18M | Buy |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $2.88M | Sell |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $3.18M | Buy |
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|
2021
Q2 | $3.29M | Sell |
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|
2021
Q1 | $3.24M | Sell |
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|
2020
Q4 | $3.05M | Buy |
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|
2020
Q3 | $3M | Sell |
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|
2020
Q2 | $2.79M | Sell |
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|
2020
Q1 | $2.28M | Buy |
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|
2019
Q4 | $2.8M | Buy |
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|
2019
Q3 | $2.57M | Buy |
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|
2019
Q2 | $2.59M | Sell |
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|
2019
Q1 | $2.27M | Sell |
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|
2018
Q4 | $1.85M | Buy |
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