Sagace Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Sell
755
-23
-3% -$12.9K 0.32% 46
2025
Q1
$426K Sell
778
-287
-27% -$157K 0.32% 51
2024
Q4
$561K Sell
1,065
-61
-5% -$32.1K 0.42% 45
2024
Q3
$570K Buy
+1,126
New +$570K 0.44% 42