Genesis 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
$1.05M Buy
1,867
+112
+6% +$62.9K 0.49% 35
2025
Q1
$962K Buy
1,755
+81
+5% +$44.4K 0.51% 35
2024
Q4
$881K Buy
+1,674
New +$881K 0.49% 36