PJWM
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Philip James Wealth Mangement’s Mastercard MA Stock Holding History

Philip James Wealth Mangement’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 		$385K Buy
685
+22
+3% +$12.4K 0.05% 123
2025
Q1 		$363K Buy
663
+170
+34% +$93.1K 0.04% 122
2024
Q4 		$260K Buy
493
+81
+20% +$42.7K 0.03% 144
2024
Q3 		$203K Buy
+412
New +$203K 0.03% 160