Lineweaver Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $523K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $363K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $711K | Sell |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $498K | Buy |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $299K | Buy |
|