Summit Wealth Group’s Mastercard MA Stock Holding History

Summit Wealth Group’s Portfolio MA Stock Details MA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$222K	Buy
2023 Q2	–	Sell
2023 Q1	$0	Buy
2021 Q3	–	Sell
2021 Q2	$162K	Sell
2021 Q1	$169K	Buy