LFS
Legacy Financial Strategies’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
483
+2
| +0.4% | +$1.12K | 0.05% | 105 |
|
|
2025
Q1 | $264K | Buy |
481
+10
| +2% | +$5.48K | 0.06% | 99 |
|
|
2024
Q4 | $246K | Buy |
471
+12
| +3% | +$6.26K | 0.05% | 105 |
|
|
2024
Q3 | $227K | Sell |
459
-75
| -14% | -$37.1K | 0.05% | 107 |
|
|
2024
Q2 | $239K | Buy |
534
+26
| +5% | +$11.7K | 0.06% | 87 |
|
|
2024
Q1 | $245K | Buy |
508
+34
| +7% | +$16.4K | 0.06% | 79 |
|
|
2023
Q4 | $202K | Buy |
+474
| New | +$202K | 0.06% | 79 |
|