BXM Wealth’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$838K Buy
1,491
+24
+2% +$13.5K 1% 27
2025
Q1
$804K Sell
1,467
-1
-0.1% -$548 0.97% 30
2024
Q4
$773K Buy
+1,468
New +$773K 1.08% 29