LWA
Lineweaver Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
948
-18
| -2% | -$10.1K | 0.08% | 124 |
|
|
2025
Q1 | $530K | Sell |
966
-178
| -16% | -$97.7K | 0.09% | 112 |
|
|
2024
Q4 | $603K | Sell |
1,144
-25
| -2% | -$13.2K | 0.11% | 102 |
|
|
2024
Q3 | $579K | Buy |
1,169
+288
| +33% | +$143K | 0.11% | 101 |
|
|
2024
Q2 | $390K | Sell |
881
-137
| -13% | -$60.7K | 0.08% | 106 |
|
|
2024
Q1 | $492K | Buy |
1,018
+1
| +0.1% | +$483 | 0.12% | 102 |
|
|
2023
Q4 | $435K | Sell |
1,017
-97
| -9% | -$41.5K | 0.11% | 106 |
|
|
2023
Q3 | $442K | Buy |
1,114
+96
| +9% | +$38.1K | 0.13% | 98 |
|
|
2023
Q2 | $401K | Sell |
1,018
-47
| -4% | -$18.5K | 0.11% | 91 |
|
|
2023
Q1 | $388K | Buy |
1,065
+23
| +2% | +$8.38K | 0.12% | 93 |
|
|
2022
Q4 | $363K | Sell |
1,042
-70
| -6% | -$24.4K | 0.11% | 98 |
|
|
2022
Q3 | $316K | Sell |
1,112
-1,143
| -51% | -$325K | 0.1% | 103 |
|
|
2022
Q2 | $711K | Sell |
2,255
-48
| -2% | -$15.1K | 0.23% | 69 |
|
|
2022
Q1 | $823K | Sell |
2,303
-27
| -1% | -$9.65K | 0.24% | 73 |
|
|
2021
Q4 | $837K | Buy |
2,330
+228
| +11% | +$81.9K | 0.24% | 68 |
|
|
2021
Q3 | $730K | Buy |
2,102
+737
| +54% | +$256K | 0.22% | 64 |
|
|
2021
Q2 | $498K | Buy |
1,365
+24
| +2% | +$8.76K | 0.16% | 69 |
|
|
2021
Q1 | $477K | Buy |
1,341
+503
| +60% | +$179K | 0.17% | 67 |
|
|
2020
Q4 | $299K | Buy |
+838
| New | +$299K | 0.12% | 79 |
|