Lantz Financial’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 | $774K | Buy |
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|
2025
Q1 | $750K | Buy |
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|
2024
Q4 | $708K | Buy |
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|
2024
Q3 | $644K | Buy |
|
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $513K | Sell |
|
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $386K | Sell |
|
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $292K | Buy |
|
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|
2020
Q1 | $238K | Sell |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $273K | Buy |
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|
2019
Q1 | $209K | Buy |
|