Wellesley Investment Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $998K | Sell |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.51M | Sell |
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|
2018
Q3 | $1.8M | Sell |
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|
2018
Q2 | $1.66M | Sell |
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|
2018
Q1 | $1.5M | Sell |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | $1.17M | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $984K | Buy |
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|
2016
Q4 | $884K | Buy |
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|
2016
Q3 | $751K | Buy |
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|
2016
Q2 | $618K | Buy |
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|
2016
Q1 | $614K | Buy |
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|
2015
Q4 | $556K | Buy |
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