Wealthspire Advisors (New York)’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 | $8.47M | Sell |
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|
2025
Q1 | $8.37M | Sell |
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|
2024
Q4 | $8.15M | Buy |
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|
2024
Q3 | $7.37M | Buy |
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|
2024
Q2 | $6.05M | Buy |
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|
2024
Q1 | $6.57M | Sell |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $5.18M | Buy |
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|
2023
Q2 | $3.68M | Buy |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.84M | Buy |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $3.63M | Sell |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.63M | Sell |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $9.95M | Buy |
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|
2020
Q3 | $4.76M | Buy |
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|
2020
Q2 | $3.72M | Sell |
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|
2020
Q1 | $7.56M | Buy |
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|
2019
Q4 | $2.06M | Buy |
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|
2019
Q3 | $1.72M | Buy |
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|
2019
Q2 | $909K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $164K | Buy |
|