Waypoint Wealth Counsel’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
675
+136
+25% +$76.4K 0.19% 83
2025
Q1
$295K Buy
539
+57
+12% +$31.2K 0.19% 77
2024
Q4
$254K Buy
482
+31
+7% +$16.3K 0.17% 82
2024
Q3
$223K Buy
+451
New +$223K 0.15% 90