Whelan Financial’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$748K Buy
1,330
+314
+31% +$176K 0.27% 30
2025
Q1
$557K Buy
1,016
+552
+119% +$303K 0.22% 30
2024
Q4
$244K Buy
+464
New +$244K 0.1% 50