Abound Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
350
+41
+13% +$23.1K 0.06% 81
2025
Q1
$170K Sell
309
-20
-6% -$11K 0.06% 80
2024
Q4
$173K Buy
329
+7
+2% +$3.69K 0.06% 74
2024
Q3
$159K Buy
322
+11
+4% +$5.44K 0.05% 72
2024
Q2
$137K Sell
311
-9
-3% -$3.97K 0.05% 70
2024
Q1
$154K Buy
320
+26
+9% +$12.5K 0.06% 68
2023
Q4
$125K Sell
294
-1
-0.3% -$427 0.05% 76
2023
Q3
$117K Buy
295
+5
+2% +$1.98K 0.05% 70
2023
Q2
$114K Sell
290
-1
-0.3% -$393 0.05% 71
2023
Q1
$106K Buy
291
+53
+22% +$19.2K 0.05% 71
2022
Q4
$82.7K Sell
238
-10
-4% -$3.47K 0.04% 76
2022
Q3
$70.4K Buy
+248
New +$70.4K 0.04% 85