CogentBlue Wealth Advisors’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$393K	Buy	699 +89	+15%	+$50K	0.3%	45
2025 Q1	$334K	Buy	610 +222	+57%	+$122K	0.29%	40
2024 Q4	$204K	Buy	+388	New	+$204K	0.18%	56