Wealthquest’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 | $405K | Buy |
|
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|
2025
Q1 | $358K | Sell |
|
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|
2024
Q4 | $345K | Buy |
|
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|
2024
Q3 | $314K | Hold |
|
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|
2024
Q2 | $279K | Buy |
|
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|
2024
Q1 | $303K | Buy |
|
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|
2023
Q4 | $220K | Buy |
|
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|
2023
Q3 | $202K | Hold |
|
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|
2023
Q2 | $200K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $201K | Hold |
|
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|
2021
Q4 | $201K | Sell |
|
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|
2021
Q3 | $202K | Sell |
|
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|
2021
Q2 | $216K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $214K | Buy |
|