LBMC Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.79M | Buy |
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|
2025
Q2 | $976K | Hold |
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|
2025
Q1 | $952K | Hold |
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|
2024
Q4 | $914K | Hold |
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|
2024
Q3 | $857K | Hold |
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|
2024
Q2 | $766K | Hold |
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|
2024
Q1 | $836K | Hold |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $683K | Hold |
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|
2023
Q1 | $631K | Hold |
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|
2022
Q4 | $604K | Hold |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $773K | Hold |
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|
2021
Q4 | $778K | Buy |
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|
2021
Q3 | $843 | Sell |
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|
2021
Q2 | $885K | Buy |
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|
2021
Q1 | $794K | Hold |
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|
2020
Q4 | $796K | Hold |
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|
2020
Q3 | $754K | Buy |
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|
2020
Q2 | $525K | Hold |
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|
2020
Q1 | $429K | Buy |
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|
2019
Q4 | $231K | Buy |
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