WFA of San Diego’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 | $372K | Buy |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $292K | Buy |
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|
2023
Q3 | $262K | Sell |
|
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $282K | Hold |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $276K | Hold |
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|
2020
Q4 | $356 | Hold |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $1.71M | Buy |
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