CWM
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Centricity Wealth Management’s Mastercard MA Stock Holding History

Centricity Wealth Management’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 		$16.9K Hold
30
– – 0.01% 277
2025
Q1 		$16.4K Hold
30
– – 0.01% 271
2024
Q4 		$15.8K Buy
+30
New +$15.8K 0.01% 279