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McCarter Private Wealth Services’s Mastercard MA Stock Holding History

McCarter Private Wealth Services’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.61M Sell
11,761
-939
-7% -$528K 3.78% 4
2025
Q1 		$6.96M Sell
12,700
-394
-3% -$216K 4.56% 4
2024
Q4 		$6.89M Sell
13,094
-425
-3% -$224K 4.37% 3
2024
Q3 		$6.68M Buy
+13,519
New +$6.68M 4.22% 4