Strategic Family Wealth Counselors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Hold
385
0.06% 135
2025
Q1
$211K Sell
385
-4
-1% -$2.19K 0.07% 132
2024
Q4
$205K Buy
+389
New +$205K 0.07% 129