AGH Wealth Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
872
-3
-0.3% -$1.69K 0.4% 51
2025
Q1
$480K Sell
875
-118
-12% -$64.7K 0.46% 48
2024
Q4
$523K Buy
+993
New +$523K 0.48% 45