CWMK
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Caliber Wealth Management (Kansas)’s Mastercard MA Stock Holding History

Caliber Wealth Management (Kansas)’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 		$566K Buy
1,007
+135
+15% +$75.9K 0.06% 175
2025
Q1 		$478K Buy
+872
New +$478K 0.07% 165