WESPAC Advisors SoCal’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$327K Buy
2022
Q3
Sell
2022
Q2
$7.2M Sell
2022
Q1
$8.27M Sell
2021
Q4
$9.15M Buy
2021
Q3
$5.93M Buy
2017
Q1
Sell
2016
Q4
$20.6K Hold
2016
Q3
$20.4K Hold
2016
Q2
$17.6K Sell
2016
Q1
$28.4K Buy
2015
Q4
$9K Buy