Williams Jones Wealth Management’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 | $4.57M | Buy |
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|
2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $4.06M | Sell |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $4.27M | Sell |
|
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|
2024
Q1 | $4.92M | Buy |
|
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|
2023
Q4 | $4.3M | Buy |
|
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|
2023
Q3 | $4M | Buy |
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|
2023
Q2 | $3.41M | Buy |
|
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|
2023
Q1 | $3.11M | Sell |
|
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|
2022
Q4 | $3.08M | Sell |
|
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|
2022
Q3 | $2.61M | Buy |
|
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|
2022
Q2 | $2.77M | Buy |
|
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|
2022
Q1 | $2.27M | Sell |
|
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|
2021
Q4 | $2.34M | Sell |
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|
2021
Q3 | $2.43M | Buy |
|
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|
2021
Q2 | $2.55M | Buy |
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|
2021
Q1 | $2.48M | Sell |
|
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|
2020
Q4 | $2.5M | Sell |
|
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|
2020
Q3 | $2.41M | Sell |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $1.88M | Sell |
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|
2019
Q4 | $2.79M | Sell |
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|
2019
Q3 | $2.83M | Buy |
|