Beacon Financial Advisory’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
561
+93
+20% +$52.3K 0.08% 265
2025
Q1
$256K Buy
468
+53
+13% +$29K 0.08% 271
2024
Q4
$219K Buy
+415
New +$219K 0.07% 272