Willner & Heller’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 | $454K | Buy |
|
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $453K | Sell |
|
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|
2024
Q4 | $454K | Buy |
|
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|
2024
Q3 | $405K | Buy |
|
|||||
|
2024
Q2 | $340K | Buy |
|
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|
2024
Q1 | $353K | Sell |
|
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|
2023
Q4 | $319K | Buy |
|
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|
2022
Q4 | $275K | Sell |
|
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|
2022
Q3 | $231K | Sell |
|
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|
2022
Q2 | $288K | Buy |
|
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|
2022
Q1 | $319K | Sell |
|
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|
2021
Q4 | $347K | Buy |
|