Walled Lake Planning & 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 | $3.37M | Sell |
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|
2025
Q2 | $3.33M | Buy |
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|
2025
Q1 | $3.24M | Buy |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $2.67M | Buy |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $3.22M | Buy |
|