Wheelhouse Advisory 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
$751K Buy
1,336
+56
+4% +$31.5K 0.37% 24
2025
Q1
$702K Buy
+1,280
New +$702K 0.4% 22