Madison Wealth Partners’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
505
-168
-25% -$94.4K 0.06% 129
2025
Q1
$369K Sell
673
-15
-2% -$8.22K 0.09% 94
2024
Q4
$362K Buy
688
+21
+3% +$11.1K 0.1% 99
2024
Q3
$330K Buy
+667
New +$330K 0.1% 106