Lake Street Private Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $5.45M | Buy |
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|
2024
Q1 | $5.23M | Buy |
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|
2023
Q4 | $4.63M | Buy |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $703K | Sell |
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|
2021
Q4 | $744K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $433K | Hold |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $352K | Buy |
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