Planned Solutions’s Mastercard MA Stock Holding History

Planned Solutions’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 Q2	$233K	Hold
2025 Q1	$227K	Hold
2024 Q4	$218K	Hold
2024 Q3	$204K	Buy
2024 Q1	–	Sell
2023 Q4	$177K	Buy
2021 Q1	–	Sell
2020 Q4	$148K	Hold
2020 Q3	$140K	Buy