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Instrumental Wealth’s Mastercard MA Stock Holding History

Instrumental Wealth’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 		$235K Buy
427
+1
+0.2% +$550 0.19% 49
2025
Q1 		$227K Buy
426
+41
+11% +$21.9K 0.21% 48
2024
Q4 		$215K Buy
+385
New +$215K 0.2% 48