LJI Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
435
-60
| -12% | -$33.7K | 0.04% | 163 |
|
|
2025
Q1 | $271K | Buy |
495
+15
| +3% | +$8.22K | 0.05% | 143 |
|
|
2024
Q4 | $253K | Buy |
480
+4
| +0.8% | +$2.11K | 0.05% | 149 |
|
|
2024
Q3 | $235K | Buy |
476
+17
| +4% | +$8.4K | 0.05% | 172 |
|
|
2024
Q2 | $202K | Hold |
459
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $221K | Buy |
+459
| New | +$221K | 0.06% | 135 |
|