LAM
Lountzis Asset Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
500
| – | – | 0.1% | 48 |
|
|
2025
Q1 | $268K | Hold |
500
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $263K | Hold |
500
| – | – | 0.11% | 45 |
|
|
2024
Q3 | $247K | Hold |
500
| – | – | 0.1% | 46 |
|
|
2024
Q2 | $221K | Hold |
500
| – | – | 0.1% | 44 |
|
|
2024
Q1 | $241K | Hold |
500
| – | – | 0.11% | 44 |
|
|
2023
Q4 | $213K | Buy |
+500
| New | +$213K | 0.12% | 45 |
|
|
2021
Q4 | – | Sell |
-465
| Closed | -$162K | – | 62 |
|
|
2021
Q3 | $162K | Hold |
465
| – | – | 0.1% | 37 |
|
|
2021
Q2 | $169K | Sell |
465
-100
| -18% | -$36.3K | 0.1% | 35 |
|
|
2021
Q1 | $201K | Hold |
565
| – | – | 0.13% | 31 |
|
|
2020
Q4 | $202K | Hold |
565
| – | – | 0.15% | 30 |
|
|
2020
Q3 | $191K | Hold |
565
| – | – | 0.16% | 28 |
|
|
2020
Q2 | $167K | Buy |
+565
| New | +$167K | 0.16% | 32 |
|