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Core Wealth Partners’s Mastercard MA Stock Holding History

Core Wealth Partners’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 		$1.15M Buy
2,054
+863
+72% +$485K 0.59% 47
2025
Q1 		$653K Buy
1,191
+228
+24% +$125K 0.38% 65
2024
Q4 		$507K Buy
963
+251
+35% +$132K 0.29% 77
2024
Q3 		$352K Buy
+712
New +$352K 0.21% 100