Lutz Financial Services’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
404
+7
+2% +$3.93K 0.02% 94
2025
Q1
$218K Sell
397
-7
-2% -$3.84K 0.02% 91
2024
Q4
$213K Buy
+404
New +$213K 0.02% 91