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Bordeaux Wealth Advisors’s Mastercard MA Stock Holding History

Bordeaux Wealth Advisors’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 		$360K Sell
641
-412
-39% -$232K 0.05% 112
2025
Q1 		$577K Buy
1,053
+364
+53% +$200K 0.11% 79
2024
Q4 		$363K Buy
689
+145
+27% +$76.4K 0.06% 105
2024
Q3 		$269K Buy
+544
New +$269K 0.05% 133