Trueblood 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
$696K Sell
1,239
-1
-0.1% -$562 0.29% 113
2025
Q1
$680K Sell
1,240
-3
-0.2% -$1.64K 0.32% 110
2024
Q4
$655K Sell
1,243
-11
-0.9% -$5.79K 0.32% 105
2024
Q3
$619K Sell
1,254
-6
-0.5% -$2.96K 0.31% 103
2024
Q2
$556K Sell
1,260
-1
-0.1% -$441 0.31% 101
2024
Q1
$607K Sell
1,261
-15
-1% -$7.22K 0.35% 95
2023
Q4
$544K Buy
+1,276
New +$544K 0.34% 95