Valmark Advisers’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 | $2.06M | Sell |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.99M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $696K | Sell |
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|
2021
Q4 | $778K | Sell |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $785K | Buy |
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|
2021
Q1 | $736K | Buy |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $466K | Buy |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q3 | $309K | Buy |
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