Summit Wealth & Retirement Planning’s Mastercard MA Stock Holding History

Summit Wealth & Retirement Planning’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	$627K	Hold
2025 Q2	$619K	Buy
2023 Q2	–	Sell
2023 Q1	$350K	Sell
2022 Q4	$544K	Buy
2022 Q3	$435K	Sell
2022 Q2	$483K	Sell
2022 Q1	$597K	Sell
2021 Q4	$638K	Buy
2021 Q3	$543K	Buy