PWM
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Pines Wealth Management’s Mastercard MA Stock Holding History

Pines Wealth Management’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 		$1.27M Buy
2,234
+431
+24% +$245K 0.45% 53
2025
Q1 		$865K Sell
1,803
-14
-0.8% -$6.72K 0.4% 64
2024
Q4 		$917K Buy
+1,817
New +$917K 0.4% 63