CPL
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Capital & Planning LLC’s Mastercard MA Stock Holding History

Capital & Planning LLC’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 		$1.59M Buy
2,833
+587
+26% +$330K 1.08% 22
2025
Q1 		$1.23M Buy
2,246
+1,768
+370% +$969K 0.91% 25
2024
Q4 		$252K Buy
+478
New +$252K 0.18% 33