Simplicity Wealth’s Mastercard MA Stock Holding History

Simplicity Wealth’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.48M	Sell
2025 Q2	$7.11M	Buy
2025 Q1	$3.29M	Buy
2024 Q4	$1.31M	Sell
2024 Q3	$2.61M	Sell
2024 Q2	$12.8M	Buy
2024 Q1	$13.3M	Buy
2023 Q4	$483K	Buy