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Falcon Wealth Planning’s Mastercard MA Stock Holding History

Falcon Wealth 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
Q2 		$337K Buy
599
+129
+27% +$72.5K 0.03% 129
2025
Q1 		$258K Buy
470
+53
+13% +$29.1K 0.03% 147
2024
Q4 		$220K Sell
417
-36
-8% -$19K 0.02% 152
2024
Q3 		$224K Buy
+453
New +$224K 0.03% 141