LPWM LLC’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-532
| Closed | -$280K | – | 87 |
|
2024
Q4 | $280K | Hold |
532
| – | – | 0.09% | 66 |
|
2024
Q3 | $263K | Hold |
532
| – | – | 0.09% | 68 |
|
2024
Q2 | $237K | Hold |
532
| – | – | 0.08% | 68 |
|
2024
Q1 | $250K | Hold |
532
| – | – | 0.09% | 65 |
|
2023
Q4 | $223K | Hold |
532
| – | – | 0.09% | 66 |
|
2023
Q3 | $211K | Buy |
+532
| New | +$211K | 0.09% | 63 |
|