Ullmann Wealth Partners Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
744
+7
| +0.9% | +$3.93K | 0.05% | 105 |
|
|
2025
Q1 | $404K | Buy |
737
+102
| +16% | +$55.9K | 0.05% | 100 |
|
|
2024
Q4 | $334K | Buy |
635
+30
| +5% | +$15.8K | 0.04% | 108 |
|
|
2024
Q3 | $299K | Buy |
605
+100
| +20% | +$49.4K | 0.04% | 110 |
|
|
2024
Q2 | $223K | Buy |
505
+20
| +4% | +$8.82K | 0.03% | 105 |
|
|
2024
Q1 | $234K | Buy |
+485
| New | +$234K | 0.03% | 104 |
|