LM 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 | $2.22M | Sell |
3,943
-657
| -14% | -$369K | 0.29% | 53 |
|
|
2025
Q1 | $2.52M | Buy |
4,600
+1,547
| +51% | +$848K | 0.45% | 41 |
|
|
2024
Q4 | $1.61M | Sell |
3,053
-1,797
| -37% | -$946K | 0.29% | 64 |
|
|
2024
Q3 | $2.4M | Buy |
4,850
+721
| +17% | +$356K | 0.49% | 43 |
|
|
2024
Q2 | $1.82M | Buy |
4,129
+950
| +30% | +$419K | ﹤0.01% | 73 |
|
|
2024
Q1 | $1.53M | Buy |
3,179
+1,496
| +89% | +$720K | 0.24% | 74 |
|
|
2023
Q4 | $718K | Buy |
+1,683
| New | +$718K | 0.14% | 94 |
|