Valley Wealth Managers’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 | $186K | Buy |
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|
2025
Q2 | $41.6K | Sell |
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|
2025
Q1 | $62.5K | Hold |
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|
2024
Q4 | $60K | Hold |
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|
2024
Q3 | $56.3K | Hold |
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|
2024
Q2 | $50.3K | Buy |
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|
2024
Q1 | $4.33K | Sell |
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|
2023
Q4 | $60.6K | Hold |
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|
2023
Q3 | $56.2K | Sell |
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|
2023
Q2 | $61.4K | Sell |
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|
2023
Q1 | $83.2K | Sell |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $419K | Sell |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $384K | Sell |
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|
2019
Q4 | $646K | Buy |
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|
2019
Q3 | $575K | Sell |
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|
2019
Q2 | $786K | Sell |
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|
2019
Q1 | $806K | Buy |
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|
2018
Q4 | $292K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $9K | Buy |
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