LF
Lee Financial’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
2,053
-12
| -0.6% | -$6.74K | 0.17% | 70 |
|
|
2025
Q1 | $1.13M | Sell |
2,065
-162
| -7% | -$88.8K | 0.17% | 63 |
|
|
2024
Q4 | $1.17M | Hold |
2,227
| – | – | 0.16% | 68 |
|
|
2024
Q3 | $1.1M | Buy |
2,227
+47
| +2% | +$23.2K | 0.16% | 75 |
|
|
2024
Q2 | $962K | Sell |
2,180
-330
| -13% | -$146K | 0.16% | 72 |
|
|
2024
Q1 | $1.21M | Sell |
2,510
-11
| -0.4% | -$5.3K | 0.2% | 60 |
|
|
2023
Q4 | $1.08M | Buy |
2,521
+38
| +2% | +$16.2K | 0.19% | 61 |
|
|
2023
Q3 | $983K | Buy |
2,483
+11
| +0.4% | +$4.36K | 0.18% | 58 |
|
|
2023
Q2 | $972K | Sell |
2,472
-11
| -0.4% | -$4.33K | 0.17% | 62 |
|
|
2023
Q1 | $902K | Buy |
2,483
+11
| +0.4% | +$4K | 0.15% | 64 |
|
|
2022
Q4 | $860K | Sell |
2,472
-12
| -0.5% | -$4.17K | 0.15% | 70 |
|
|
2022
Q3 | $706K | Buy |
2,484
+6
| +0.2% | +$1.71K | 0.13% | 74 |
|
|
2022
Q2 | $782K | Buy |
2,478
+9
| +0.4% | +$2.84K | 0.14% | 73 |
|
|
2022
Q1 | $883K | Buy |
2,469
+6
| +0.2% | +$2.15K | 0.16% | 70 |
|
|
2021
Q4 | $885K | Buy |
2,463
+13
| +0.5% | +$4.67K | 0.17% | 66 |
|
|
2021
Q3 | $852K | Hold |
2,450
| – | – | 0.18% | 66 |
|
|
2021
Q2 | $894K | Hold |
2,450
| – | – | 0.19% | 66 |
|
|
2021
Q1 | $872K | Hold |
2,450
| – | – | 0.21% | 65 |
|
|
2020
Q4 | $875K | Hold |
2,450
| – | – | 0.23% | 64 |
|
|
2020
Q3 | $829K | Sell |
2,450
-550
| -18% | -$186K | 0.23% | 64 |
|
|
2020
Q2 | $887K | Hold |
3,000
| – | – | 0.25% | 65 |
|
|
2020
Q1 | $725K | Sell |
3,000
-609
| -17% | -$147K | 0.24% | 55 |
|
|
2019
Q4 | $1.08M | Hold |
3,609
| – | – | 0.23% | 61 |
|
|
2019
Q3 | $980K | Hold |
3,609
| – | – | 0.22% | 64 |
|
|
2019
Q2 | $955K | Hold |
3,609
| – | – | 0.22% | 64 |
|
|
2019
Q1 | $850K | Buy |
3,609
+609
| +20% | +$143K | 0.2% | 68 |
|
|
2018
Q4 | $566K | Hold |
3,000
| – | – | 0.15% | 75 |
|
|
2018
Q3 | $668K | Sell |
3,000
-62
| -2% | -$13.8K | 0.16% | 73 |
|
|
2018
Q2 | $602K | Sell |
3,062
-140
| -4% | -$27.5K | 0.14% | 80 |
|
|
2018
Q1 | $561K | Buy |
3,202
+62
| +2% | +$10.9K | 0.14% | 78 |
|
|
2017
Q4 | $475K | Hold |
3,140
| – | – | 0.14% | 80 |
|
|
2017
Q3 | $443K | Buy |
3,140
+140
| +5% | +$19.8K | 0.14% | 82 |
|
|
2017
Q2 | $364K | Hold |
3,000
| – | – | 0.13% | 90 |
|
|
2017
Q1 | $337K | Hold |
3,000
| – | – | 0.13% | 91 |
|
|
2016
Q4 | $310K | Buy |
+3,000
| New | +$310K | 0.17% | 88 |
|