CWA
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Crux Wealth Advisors’s Mastercard MA Stock Holding History

Crux Wealth Advisors’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 		$1.32M Buy
2,353
+420
+22% +$236K 0.56% 53
2025
Q1 		$1.06M Buy
1,933
+284
+17% +$156K 0.55% 64
2024
Q4 		$868K Buy
+1,649
New +$868K 0.48% 65