Regimen 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
$275K Buy
490
+1
+0.2% +$562 0.09% 69
2025
Q1
$268K Buy
489
+1
+0.2% +$548 0.09% 55
2024
Q4
$257K Hold
488
0.08% 54
2024
Q3
$241K Buy
488
+1
+0.2% +$494 0.08% 58
2024
Q2
$215K Buy
487
+1
+0.2% +$441 0.07% 60
2024
Q1
$234K Hold
486
0.08% 55
2023
Q4
$207K Buy
+486
New +$207K 0.08% 60