Able Wealth Management’s Mastercard MA Stock Holding History

Able Wealth Management’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
2025 Q3	$2.71M	Buy
2025 Q2	$2.66M	Buy
2025 Q1	$2.59M	Hold
2024 Q4	$2.48M	Hold
2024 Q3	$2.33M	Buy
2024 Q2	$2.08M	Buy
2024 Q1	$2.26M	Buy
2023 Q4	$2M	Buy