Waverton Investment 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 | $2.34M | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $702K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.52M | Hold |
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|
2017
Q3 | $1.42M | Sell |
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|
2017
Q2 | $1.39M | Hold |
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|
2017
Q1 | $1.29M | Sell |
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|
2016
Q4 | $21.8M | Sell |
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|
2016
Q3 | $22.1M | Sell |
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|
2016
Q2 | $25.8M | Sell |
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|
2016
Q1 | $28.1M | Buy |
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|
2015
Q4 | $28.8M | Sell |
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|
2015
Q3 | $30M | Buy |
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|
2015
Q2 | $30.2M | Sell |
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|
2015
Q1 | $28M | Sell |
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|
2014
Q4 | $28.4M | Sell |
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|
2014
Q3 | $24.5M | Sell |
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|
2014
Q2 | $25M | Sell |
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|
2014
Q1 | $26.4M | Hold |
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|
2013
Q4 | $29.6M | Sell |
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|
2013
Q3 | $23.9M | Hold |
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|
2013
Q2 | $20.4M | Buy |
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