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Westmount Partners’s Mastercard MA Stock Holding History

Westmount Partners’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$690K Sell
1,343
-9
-0.7% -$4.49K 0.15% 116
2026
Q1 		$676K Sell
1,352
-11
-0.8% -$5.79K 0.17% 113
2025
Q4 		$778K Sell
1,363
-1
-0.1% -$559 0.19% 96
2025
Q3 		$782K Sell
1,364
-15
-1% -$8.61K 0.2% 93
2025
Q2 		$775K Buy
1,379
+268
+24% +$148K 0.21% 89
2025
Q1 		$609K Sell
1,111
-16
-1% -$8.71K 0.19% 110
2024
Q4 		$593K Buy
1,127
+75
+7% +$38.8K 0.18% 103
2024
Q3 		$520K Hold
1,052
– – 0.16% 115
2024
Q2 		$460K Buy
1,052
+42
+4% +$19.1K 0.15% 117
2024
Q1 		$486K Sell
1,010
-23
-2% -$10.5K 0.18% 114
2023
Q4 		$441K Sell
1,033
-196
-16% -$78.7K 0.18% 119
2023
Q3 		$487K Hold
1,229
– – 0.21% 106
2023
Q2 		$483K Buy
1,229
+94
+8% +$35.3K 0.21% 104
2023
Q1 		$412K Sell
1,135
-17
-1% -$6.17K 0.19% 112
2022
Q4 		$401K Buy
+1,152
New +$379K 0.21% 109

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WT
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SP
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Handelsbanken Fonder
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CRM
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DC
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CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return