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Avantra Family Wealth’s Mastercard MA Stock Holding History

Avantra Family Wealth’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-525
Closed -$288K – 152
2025
Q1 		$288K Sell
525
-336
-39% -$184K 0.28% 117
2024
Q4 		$453K Buy
+861
New +$453K 0.42% 89