Level Financial Advisors’s Mastercard MA Stock Holding History

Level Financial Advisors’s Portfolio MA Stock Details MA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$687K	Buy
2024 Q1	–	Sell
2023 Q4	$2.14K	Hold
2023 Q3	$1.98K	Sell
2023 Q2	$3.93K	Buy
2022 Q3	–	Sell
2022 Q2	$12K	Buy
2022 Q1	$12K	Hold
2021 Q4	$12K	Buy