LWP
MA icon

LeClair Wealth Partners’s Mastercard MA Stock Holding History

LeClair Wealth Partners’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$357K Sell
635
-2
-0.3% -$1.12K 0.24% 65
2025
Q1 		$349K Sell
637
-6
-0.9% -$3.29K 0.25% 69
2024
Q4 		$339K Buy
+643
New +$339K 0.23% 71