WealthPlan 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
Q3 | $11.9M | Sell |
|
|||||
|
2025
Q2 | $12.2M | Buy |
|
|||||
|
2025
Q1 | $10.5M | Buy |
|
|||||
|
2024
Q4 | $10M | Buy |
|
|||||
|
2024
Q3 | $9.3M | Buy |
|
|||||
|
2024
Q2 | $6.5M | Buy |
|
|||||
|
2024
Q1 | $6.93M | Buy |
|
|||||
|
2023
Q4 | $6.12M | Sell |
|
|||||
|
2023
Q3 | $5.7M | Buy |
|
|||||
|
2023
Q2 | $2.36M | Sell |
|
|||||
|
2023
Q1 | $5.11M | Sell |
|
|||||
|
2022
Q4 | $9.18M | Sell |
|
|||||
|
2022
Q3 | $9.14M | Buy |
|
|||||
|
2022
Q1 | $10.3M | Buy |
|