Aspetuck Financial 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
$666K Buy
1,185
+218
+23% +$123K 0.5% 40
2025
Q1
$530K Sell
967
-30
-3% -$16.4K 0.46% 46
2024
Q4
$525K Buy
+997
New +$525K 0.41% 45