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Burling Wealth Partners’s Mastercard MA Stock Holding History

Burling Wealth Partners’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 		$10M Buy
17,837
+1,273
+8% +$715K 1.85% 13
2025
Q1 		$9.08M Buy
16,564
+389
+2% +$213K 1.91% 13
2024
Q4 		$8.52M Buy
+16,175
New +$8.52M 1.74% 13