SWM
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SilverOak Wealth Management’s Mastercard MA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
698
+291
+71% +$164K 0.07% 72
2025
Q1
$223K Hold
407
0.05% 88
2024
Q4
$214K Buy
+407
New +$214K 0.05% 92