Wealth Dimensions Group’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 | $956K | Sell |
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|
2025
Q2 | $981K | Sell |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $506K | Hold |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $257K | Buy |
|