Lodestone 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 | $420K | Sell |
748
-60
| -7% | -$33.7K | 0.2% | 107 |
|
|
2025
Q1 | $443K | Sell |
808
-27
| -3% | -$14.8K | 0.24% | 100 |
|
|
2024
Q4 | $440K | Buy |
835
+10
| +1% | +$5.27K | 0.22% | 102 |
|
|
2024
Q3 | $407K | Sell |
825
-333
| -29% | -$164K | 0.2% | 101 |
|
|
2024
Q2 | $511K | Buy |
1,158
+78
| +7% | +$34.4K | 0.27% | 90 |
|
|
2024
Q1 | $520K | Buy |
1,080
+56
| +5% | +$27K | 0.27% | 88 |
|
|
2023
Q4 | $437K | Buy |
1,024
+40
| +4% | +$17.1K | 0.25% | 92 |
|
|
2023
Q3 | $390K | Buy |
984
+46
| +5% | +$18.2K | 0.27% | 88 |
|
|
2023
Q2 | $369K | Buy |
938
+4
| +0.4% | +$1.57K | 0.25% | 95 |
|
|
2023
Q1 | $339K | Buy |
934
+96
| +11% | +$34.9K | 0.26% | 92 |
|
|
2022
Q4 | $291K | Buy |
+838
| New | +$291K | 0.23% | 99 |
|