Meredith Wealth Planning’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-616	Closed	-$244K	–	48
2023 Q3	$244K	Buy	+616	New	+$244K	0.18%	37
2023 Q2	–	Sell	-602	Closed	-$219K	–	55
2023 Q1	$219K	Sell	602 -34	-5%	-$12.4K	0.18%	56
2022 Q4	$221K	Buy	+636	New	+$221K	0.19%	55