Keyvantage 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
$480K Sell
855
-22
-3% -$12.4K 0.22% 61
2025
Q1
$481K Buy
877
+92
+12% +$50.4K 0.23% 57
2024
Q4
$413K Buy
+785
New +$413K 0.3% 59