LIA
LBMC Investment Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Hold |
1,736
| – | – | 0.07% | 92 |
|
|
2025
Q1 | $952K | Hold |
1,736
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $914K | Hold |
1,736
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $857K | Hold |
1,736
| – | – | 0.07% | 80 |
|
|
2024
Q2 | $766K | Hold |
1,736
| – | – | 0.07% | 81 |
|
|
2024
Q1 | $836K | Hold |
1,736
| – | – | 0.07% | 83 |
|
|
2023
Q4 | $741K | Sell |
1,736
-22
| -1% | -$9.39K | 0.07% | 82 |
|
|
2023
Q3 | $688K | Buy |
1,758
+22
| +1% | +$8.61K | 0.07% | 75 |
|
|
2023
Q2 | $683K | Hold |
1,736
| – | – | 0.07% | 79 |
|
|
2023
Q1 | $631K | Hold |
1,736
| – | – | 0.06% | 80 |
|
|
2022
Q4 | $604K | Hold |
1,736
| – | – | 0.06% | 79 |
|
|
2022
Q3 | $494K | Buy |
1,736
+41
| +2% | +$11.7K | 0.06% | 84 |
|
|
2022
Q2 | $535K | Sell |
1,695
-469
| -22% | -$148K | 0.06% | 79 |
|
|
2022
Q1 | $773K | Hold |
2,164
| – | – | 0.07% | 70 |
|
|
2021
Q4 | $778K | Buy |
2,164
+364
| +20% | +$131K | 0.07% | 75 |
|
|
2021
Q3 | $843 | Sell |
1,800
-624
| -26% | -$292 | 0.08% | 68 |
|
|
2021
Q2 | $885K | Buy |
2,424
+194
| +9% | +$70.8K | 0.08% | 67 |
|
|
2021
Q1 | $794K | Hold |
2,230
| – | – | 0.08% | 62 |
|
|
2020
Q4 | $796K | Hold |
2,230
| – | – | 0.09% | 56 |
|
|
2020
Q3 | $754K | Buy |
2,230
+456
| +26% | +$154K | 0.1% | 52 |
|
|
2020
Q2 | $525K | Hold |
1,774
| – | – | 0.08% | 55 |
|
|
2020
Q1 | $429K | Buy |
1,774
+1,000
| +129% | +$242K | 0.08% | 56 |
|
|
2019
Q4 | $231K | Buy |
+774
| New | +$231K | 0.03% | 90 |
|