Consolidated Planning Corp’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.86M	Buy	8,657 +269	+3%	+$151K	0.61%	57
2025 Q1	$4.6M	Buy	8,388 +756	+10%	+$414K	0.63%	54
2024 Q4	$4.02M	Buy	+7,632	New	+$4.02M	0.55%	59
2021 Q4	–	Sell	-317	Closed	-$110K	–	285
2021 Q3	$110K	Buy	+317	New	+$110K	0.07%	93