AssuredPartners Investment 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	$293K	Sell	521 -1,507	-74%	-$847K	0.07%	189
2025 Q1	$1.11M	Buy	2,028 +44	+2%	+$24.1K	0.21%	117
2024 Q4	$1.04M	Buy	+1,984	New	+$1.04M	0.2%	114