WealthShield Partners’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 | $2.21M | Buy |
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|
2025
Q2 | $2.13M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $757K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $708K | Buy |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $554K | Buy |
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