TCFG Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Sell
1,116
-20
-2% -$11.2K 0.28% 92
2025
Q1
$622K Buy
1,136
+13
+1% +$7.12K 0.31% 83
2024
Q4
$591K Buy
1,123
+1
+0.1% +$527 0.3% 85
2024
Q3
$554K Buy
+1,122
New +$554K 0.28% 90