Watts Gwilliam & Co’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$503K Buy
917
+167
+22% +$91.5K 0.11% 125
2024
Q4
$383K Buy
750
+201
+37% +$103K 0.08% 146
2024
Q3
$273K Buy
+549
New +$273K 0.06% 165
2024
Q1
$224K Buy
+492
New +$224K 0.07% 157