Grant Private Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-764
Closed -$419K 110
2025
Q1
$419K Buy
764
+122
+19% +$66.9K 0.45% 60
2024
Q4
$338K Buy
+642
New +$338K 0.36% 67