Haven Private’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$950K Buy
1,691
+384
+29% +$216K 0.42% 54
2025
Q1
$716K Buy
1,307
+65
+5% +$35.6K 0.41% 62
2024
Q4
$654K Buy
+1,242
New +$654K 0.37% 70