Wealthfront Advisers’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.2M | Buy |
101,850
+4,624
| +5% | +$2.6M | 0.15% | 58 |
|
|
2025
Q1 | $53.3M | Buy |
97,226
+3,925
| +4% | +$2.15M | 0.14% | 56 |
|
|
2024
Q4 | $49.1M | Buy |
93,301
+6,263
| +7% | +$3.3M | 0.14% | 55 |
|
|
2024
Q3 | $43M | Buy |
87,038
+64
| +0.1% | +$31.6K | 0.13% | 55 |
|
|
2024
Q2 | $38.4M | Sell |
86,974
-1,588
| -2% | -$701K | 0.13% | 54 |
|
|
2024
Q1 | $42.6M | Sell |
88,562
-108
| -0.1% | -$52K | 0.15% | 49 |
|
|
2023
Q4 | $37.8M | Sell |
88,670
-2,237
| -2% | -$954K | 0.15% | 50 |
|
|
2023
Q3 | $36M | Buy |
90,907
+254
| +0.3% | +$101K | 0.16% | 47 |
|
|
2023
Q2 | $35.7M | Sell |
90,653
-2,498
| -3% | -$982K | 0.15% | 46 |
|
|
2023
Q1 | $33.9M | Buy |
93,151
+5,207
| +6% | +$1.89M | 0.15% | 42 |
|
|
2022
Q4 | $30.6M | Buy |
87,944
+23,482
| +36% | +$8.17M | 0.15% | 44 |
|
|
2022
Q3 | $18.3M | Buy |
64,462
+1,078
| +2% | +$307K | 0.1% | 55 |
|
|
2022
Q2 | $20M | Buy |
63,384
+5,909
| +10% | +$1.86M | 0.1% | 54 |
|
|
2022
Q1 | $20.5M | Sell |
57,475
-6,936
| -11% | -$2.48M | 0.09% | 53 |
|
|
2021
Q4 | $23.1M | Buy |
64,411
+8,038
| +14% | +$2.89M | 0.1% | 46 |
|
|
2021
Q3 | $19.6M | Sell |
56,373
-1,315
| -2% | -$457K | 0.09% | 44 |
|
|
2021
Q2 | $21.1M | Sell |
57,688
-1,016
| -2% | -$371K | 0.1% | 38 |
|
|
2021
Q1 | $20.9M | Buy |
58,704
+2,690
| +5% | +$958K | 0.11% | 35 |
|
|
2020
Q4 | $20M | Sell |
56,014
-2,431
| -4% | -$868K | 0.12% | 32 |
|
|
2020
Q3 | $19.8M | Buy |
58,445
+688
| +1% | +$233K | 0.14% | 31 |
|
|
2020
Q2 | $17.1M | Sell |
57,757
-2,088
| -3% | -$617K | 0.13% | 34 |
|
|
2020
Q1 | $14.5M | Buy |
59,845
+2,959
| +5% | +$715K | 0.13% | 32 |
|
|
2019
Q4 | $17M | Buy |
56,886
+234
| +0.4% | +$69.9K | 0.13% | 32 |
|
|
2019
Q3 | $15.4M | Buy |
56,652
+47
| +0.1% | +$12.8K | 0.13% | 32 |
|
|
2019
Q2 | $15M | Buy |
56,605
+3,200
| +6% | +$847K | 0.13% | 29 |
|
|
2019
Q1 | $12.6M | Buy |
53,405
+1,173
| +2% | +$276K | 0.12% | 34 |
|
|
2018
Q4 | $9.85M | Buy |
+52,232
| New | +$9.85M | 0.1% | 39 |
|