LFASL
Lugano Financial Advisors SA (LFA)’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
364
+67
| +23% | +$37.6K | 0.12% | 77 |
|
|
2025
Q1 | $163K | Sell |
297
-103
| -26% | -$56.5K | 0.11% | 78 |
|
|
2024
Q4 | $211K | Buy |
400
+40
| +11% | +$21.1K | 0.14% | 68 |
|
|
2024
Q3 | $178K | Buy |
360
+82
| +29% | +$40.5K | 0.12% | 79 |
|
|
2024
Q2 | $123K | Buy |
278
+214
| +334% | +$94.4K | 0.09% | 91 |
|
|
2024
Q1 | $30.8K | Hold |
64
| – | – | 0.02% | 139 |
|
|
2023
Q4 | $27.3K | Buy |
+64
| New | +$27.3K | 0.02% | 130 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | -$6K | – | 112 |
|
|
2020
Q3 | $6K | Sell |
18
-3,354
| -99% | -$1.12M | 0.01% | 107 |
|
|
2020
Q2 | $1.04M | Sell |
3,372
-799
| -19% | -$245K | 1.09% | 23 |
|
|
2020
Q1 | $1.32M | Sell |
4,171
-217
| -5% | -$68.6K | 1.19% | 17 |
|
|
2019
Q4 | $1.31M | Buy |
+4,388
| New | +$1.31M | 0.96% | 17 |
|
|
2019
Q2 | $1.07M | Sell |
4,036
-637
| -14% | -$169K | 0.66% | 24 |
|
|
2019
Q1 | $1.1M | Sell |
4,673
-192
| -4% | -$45.2K | 0.66% | 20 |
|
|
2018
Q4 | $1.08M | Hold |
4,865
| – | – | 0.75% | 27 |
|
|
2018
Q3 | $1.08M | Buy |
+4,865
| New | +$1.08M | 0.75% | 27 |
|