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Unique Wealth Strategies’s Mastercard MA Stock Holding History

Unique Wealth Strategies’s Portfolio MA Stock Details MA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2.67M Hold
5,554
– – 1.25% 16
2024
Q1 		$2.67M Buy
5,554
+414
+8% +$199K 1.31% 16
2023
Q4 		$2.19M Buy
+5,140
New +$2.19M 1.46% 16