Cove Private Wealth’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.42M	Buy	7,874 +2,450	+45%	+$1.38M	1.56%	10
2025 Q1	$2.97M	Buy	5,424 +2,415	+80%	+$1.32M	1.56%	13
2024 Q4	$1.58M	Buy	+3,009	New	+$1.58M	0.95%	26