Lantern Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Buy |
+3,959
| New | +$2.11M | 1.26% | 21 |
|
2024
Q4 | $1.97M | Buy |
3,743
+2
| +0.1% | +$1.05K | 1.28% | 21 |
|
2024
Q3 | $1.85M | Buy |
3,741
+7
| +0.2% | +$3.46K | 1.28% | 20 |
|
2024
Q2 | $1.65M | Sell |
3,734
-225
| -6% | -$99.3K | 1.19% | 22 |
|
2024
Q1 | $1.91M | Buy |
3,959
+25
| +0.6% | +$12K | 1.34% | 22 |
|
2023
Q4 | $1.68M | Buy |
+3,934
| New | +$1.68M | 1.32% | 22 |
|