RWM
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Riverbend Wealth Management’s Mastercard MA Stock Holding History

Riverbend 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 		$862K Buy
1,534
+15
+1% +$8.43K 0.65% 40
2025
Q1 		$832K Sell
1,519
-376
-20% -$206K 0.74% 41
2024
Q4 		$1M Buy
+1,895
New +$1M 0.89% 31