McGlone Suttner Wealth Management’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Buy	473 +18	+4%	+$10.1K	0.04%	163
2025 Q1	$250K	Buy	455 +33	+8%	+$18.1K	0.04%	163
2024 Q4	$222K	Buy	+422	New	+$222K	0.04%	164
2024 Q1	–	Sell	-305	Closed	-$130K	–	543
2023 Q4	$130K	Buy	+305	New	+$130K	0.03%	186