Jessup 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	-375	Closed	-$206K	–	77
2025 Q1	$206K	Sell	375 -25	-6%	-$13.7K	0.09%	71
2024 Q4	$211K	Buy	+400	New	+$211K	0.09%	66
2024 Q2	–	Sell	-433	Closed	-$209K	–	67
2024 Q1	$209K	Buy	+433	New	+$209K	0.09%	58