BWM
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Bernard Wealth Management’s Mastercard MA Stock Holding History

Bernard Wealth Management’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 		$81.5K Hold
145
– – 0.04% 100
2025
Q1 		$79.5K Hold
145
– – 0.04% 97
2024
Q4 		$76.4K Buy
+145
New +$76.4K 0.04% 101