Phillips Financial Management’s Mastercard MA Stock Holding History

Phillips Financial Management’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	$699K	Buy
2025 Q2	$538K	Buy
2025 Q1	$481K	Buy
2024 Q4	$422K	Buy
2024 Q3	$371K	Buy
2024 Q2	$327K	Buy
2024 Q1	$321K	Buy
2023 Q4	$278K	Buy
2023 Q3	$243K	Buy
2023 Q2	$237K	Buy
2023 Q1	$206K	Buy