Aletheian Wealth Advisors’s Mastercard MA Stock Holding History

Aletheian Wealth Advisors’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 Q2	$541K	Buy
2025 Q1	$519K	Buy
2024 Q4	$437K	Buy
2024 Q3	$383K	Buy
2024 Q2	$337K	Buy
2024 Q1	$307K	Buy
2023 Q4	$228K	Sell
2023 Q3	$232K	Buy
2023 Q2	$230K	Buy