Maia 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
$3.5M Sell
6,231
-577
-8% -$324K 0.67% 40
2025
Q1
$3.49M Sell
6,808
-90
-1% -$46.1K 0.79% 30
2024
Q4
$3.78M Buy
6,898
+655
+10% +$359K 0.81% 33
2024
Q3
$3.19M Buy
6,243
+541
+9% +$276K 0.79% 34
2024
Q2
$2.53M Buy
+5,702
New +$2.53M 0.76% 33
2023
Q4
$2.15M Buy
+5,034
New +$2.15M 0.87% 26