Waverly Advisors’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 | $7.45M | Sell |
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|
2025
Q1 | $7.29M | Buy |
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|
2024
Q4 | $2.99M | Buy |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $836K | Buy |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $465K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $976K | Sell |
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|
2017
Q2 | $976K | Sell |
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|
2017
Q1 | $908K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $63K | Buy |
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|
2015
Q2 | $65K | Hold |
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|
2015
Q1 | $60K | Sell |
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|
2014
Q4 | $81K | Sell |
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|
2014
Q3 | $83K | Buy |
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|
2014
Q2 | $71K | Hold |
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|
2014
Q1 | $72K | Sell |
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|
2013
Q4 | $91K | Hold |
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|
2013
Q3 | $73K | Buy |
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