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