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Whipplewood Advisors’s Mastercard MA Stock Holding History

Whipplewood Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$177K Sell
315
-96
-23% -$53.9K 0.1% 178
2025
Q1 		$175K Buy
411
+35
+9% +$14.9K 0.1% 171
2024
Q4 		$198K Buy
+376
New +$198K 0.11% 156