West Oak Capital’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 | $10.2K | Sell |
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|
2025
Q2 | $10.2K | Hold |
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|
2025
Q1 | $9.95K | Sell |
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|
2024
Q4 | $10.4M | Hold |
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|
2024
Q3 | $9.75K | Hold |
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|
2024
Q2 | $871K | Buy |
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|
2024
Q1 | $944K | Hold |
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|
2023
Q4 | $841K | Sell |
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|
2023
Q3 | $806K | Hold |
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|
2023
Q2 | $800K | Buy |
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|
2023
Q1 | $736K | Buy |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $512K | Sell |
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|
2022
Q2 | $599K | Sell |
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|
2022
Q1 | $863K | Sell |
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|
2021
Q4 | $899K | Sell |
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|
2021
Q3 | $927K | Sell |
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|
2021
Q2 | $985K | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $869K | Sell |
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|
2020
Q1 | $727K | Sell |
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|
2019
Q4 | $929K | Sell |
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|
2019
Q3 | $879K | Sell |
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|
2019
Q2 | $886K | Sell |
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|
2019
Q1 | $806K | Sell |
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|
2018
Q4 | $662K | Buy |
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|
2018
Q3 | $776K | Hold |
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|
2018
Q2 | $685K | Buy |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $594K | Hold |
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|
2017
Q3 | $554K | Sell |
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|
2017
Q2 | $488K | Sell |
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|
2017
Q1 | $466K | Hold |
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|
2016
Q4 | $427K | Sell |
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|
2016
Q3 | $457K | Hold |
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|
2016
Q2 | $395K | Sell |
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|
2016
Q1 | $441K | Hold |
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|
2015
Q4 | $454K | Hold |
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|
2015
Q3 | $420K | Sell |
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|
2015
Q2 | $441K | Sell |
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|
2015
Q1 | $409K | Buy |
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