Optivise Advisory Services’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
392
-10
-2% -$5.62K 0.11% 188
2025
Q1
$220K Buy
402
+19
+5% +$10.4K 0.12% 175
2024
Q4
$202K Buy
+383
New +$202K 0.11% 172