Petros Family Wealth’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
685
+66
+11% +$37.1K 0.35% 83
2025
Q1
$339K Buy
619
+43
+7% +$23.6K 0.38% 76
2024
Q4
$303K Buy
+576
New +$303K 0.33% 84