Morris Financial Concepts’s Mastercard MA Stock Holding History

Morris Financial Concepts’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$760K	Sell
2025 Q2	$753K	Hold
2025 Q1	$734K	Sell
2024 Q4	$734K	Hold
2024 Q3	$688K	Sell
2024 Q2	$654K	Hold
2024 Q1	$714K	Hold
2023 Q4	$632K	Buy