LWA
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Lifelong Wealth Advisors’s Mastercard MA Stock Holding History

Lifelong Wealth Advisors’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 		$292K Buy
520
+27
+5% +$15.2K 0.1% 61
2025
Q1 		$270K Buy
493
+3
+0.6% +$1.64K 0.13% 56
2024
Q4 		$258K Buy
+490
New +$258K 0.12% 56