Wealth Architects’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 | $776K | Sell |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $749K | Buy |
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|
2024
Q2 | $652K | Buy |
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|
2024
Q1 | $709K | Sell |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $557K | Buy |
|
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $587K | Buy |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $497K | Sell |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $435K | Sell |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $378K | Sell |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $372K | Sell |
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|
2018
Q2 | $331K | Sell |
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|
2018
Q1 | $296K | Sell |
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|
2017
Q4 | $257K | Sell |
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|
2017
Q3 | $264K | Buy |
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|
2017
Q2 | $225K | Sell |
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|
2017
Q1 | $209K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $291K | Buy |
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