Elevation Wealth Partners’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$146K Buy
2025
Q2
$117K Hold
2025
Q1
$115K Hold
2024
Q4
$110K Hold
2024
Q3
$103K Buy
2024
Q2
$92K Sell
2024
Q1
$106K Buy
2023
Q4
$51.9K Hold
2023
Q3
$51.9K Hold
2023
Q2
$51.5K Hold
2023
Q1
$47.6K Buy