LWM
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Level Wealth Management’s Mastercard MA Stock Holding History

Level Wealth Management’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 		$416K Sell
741
-19
-3% -$10.7K 0.24% 37
2025
Q1 		$417K Sell
760
-140
-16% -$76.7K 0.27% 32
2024
Q4 		$474K Buy
+900
New +$474K 0.33% 29