Betterment LLC’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
947
+58
+7% +$32.6K ﹤0.01% 348
2025
Q1
$487K Buy
889
+52
+6% +$28.5K ﹤0.01% 338
2024
Q4
$441K Buy
837
+12
+1% +$6.32K ﹤0.01% 341
2024
Q3
$407K Buy
825
+262
+47% +$129K ﹤0.01% 335
2024
Q2
$248K Buy
+563
New +$248K ﹤0.01% 365