Walter & Keenan 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
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $910K | Sell |
|
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $905K | Sell |
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|
2023
Q3 | $842K | Buy |
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|
2023
Q2 | $834K | Sell |
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|
2023
Q1 | $779K | Buy |
|
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|
2022
Q4 | $698K | Sell |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $654K | Hold |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $744K | Buy |
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|
2021
Q3 | $628K | Buy |
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|
2021
Q2 | $631K | Buy |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $539K | Sell |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $425K | Buy |
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|
2019
Q3 | $372K | Hold |
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|
2019
Q2 | $362K | Hold |
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|
2019
Q1 | $322K | Hold |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $305 | Hold |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $207K | Buy |
|