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Asset Planning Inc’s Mastercard MA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.53M Hold
2,723
1.15% 17
2025
Q1
$1.49M Hold
2,723
1.17% 20
2024
Q4
$1.43M Buy
+2,723
New +$1.43M 1.09% 21