LifePlan Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
465
-2
| -0.4% | -$1.12K | 0.13% | 96 |
|
|
2025
Q1 | $256K | Hold |
467
| – | – | 0.15% | 86 |
|
|
2024
Q4 | $246K | Buy |
467
+15
| +3% | +$7.9K | 0.15% | 85 |
|
|
2024
Q3 | $223K | Sell |
452
-14
| -3% | -$6.91K | 0.14% | 85 |
|
|
2024
Q2 | $206K | Buy |
466
+34
| +8% | +$15K | 0.15% | 84 |
|
|
2024
Q1 | $208K | Buy |
+432
| New | +$208K | 0.17% | 78 |
|