Brass Tax Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
1,017
+32
+3% +$18K 0.11% 101
2025
Q1
$540K Buy
985
+301
+44% +$165K 0.11% 96
2024
Q4
$360K Hold
684
0.08% 124
2024
Q3
$338K Buy
+684
New +$338K 0.07% 128