QTR 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
$638K Buy
1,136
+342
+43% +$192K 0.4% 56
2025
Q1
$435K Buy
+794
New +$435K 0.33% 84