Accredited 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
$228K Sell
405
-2
-0.5% -$1.13K 0.18% 60
2025
Q1
$223K Sell
407
-5
-1% -$2.74K 0.19% 52
2024
Q4
$217K Buy
+412
New +$217K 0.19% 61