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Essential Planning’s Mastercard MA Stock Holding History

Essential Planning’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
Q1 		– Sell
-7,345
Closed -$3.8M – 210
2024
Q4 		$3.8M Buy
+7,345
New +$3.8M 0.02% 138