Spartan Planning & Wealth Management’s Mastercard MA Stock Holding History

Spartan Planning & Wealth Management’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	$891K	Sell
2025 Q2	$914K	Buy
2025 Q1	$837K	Buy
2024 Q4	$804K	Buy
2023 Q4	$566K	Buy
2023 Q3	$470K	Buy
2022 Q4	$489K	Buy
2022 Q2	–	Sell
2022 Q1	$85K	Buy