LWL
Leo Wealth LLC’s Mastercard MA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.8M | Buy |
8,549
+4,208
| +97% | +$2.36M | 0.37% | 50 |
|
2025
Q1 | $2.38M | Sell |
4,341
-3,944
| -48% | -$2.16M | 0.34% | 60 |
|
2024
Q4 | $4.36M | Buy |
8,285
+1,266
| +18% | +$667K | 0.39% | 46 |
|
2024
Q3 | $3.47M | Sell |
7,019
-91
| -1% | -$44.9K | 0.32% | 57 |
|
2024
Q2 | $3.12M | Buy |
7,110
+1,709
| +32% | +$751K | 0.32% | 59 |
|
2024
Q1 | $2.59M | Buy |
5,401
+590
| +12% | +$283K | 0.27% | 67 |
|
2023
Q4 | $2.12M | Buy |
+4,811
| New | +$2.12M | 0.22% | 79 |
|