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ORG Wealth Partners’s Mastercard MA Stock Holding History

ORG Wealth Partners’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 		$981K Buy
1,737
+170
+11% +$96K 0.23% 65
2025
Q1 		$860K Buy
1,567
+47
+3% +$25.8K 0.26% 70
2024
Q4 		$801K Buy
1,520
+116
+8% +$61.1K 0.25% 34
2024
Q3 		$694K Buy
+1,404
New +$694K 0.23% 46