LAS
LWM Advisory Services’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
938
-100
| -10% | -$56.2K | 0.36% | 48 |
|
|
2025
Q1 | $569K | Hold |
1,038
| – | – | 0.4% | 45 |
|
|
2024
Q4 | $543K | Hold |
1,038
| – | – | 0.38% | 45 |
|
|
2024
Q3 | $513K | Buy |
+1,038
| New | +$513K | 0.38% | 48 |
|
|
2024
Q2 | – | Sell |
-1,003
| Closed | -$483K | – | 86 |
|
|
2024
Q1 | $483K | Sell |
1,003
-112
| -10% | -$53.9K | 0.39% | 48 |
|
|
2023
Q4 | $475K | Buy |
1,115
+48
| +4% | +$20.5K | 0.42% | 44 |
|
|
2023
Q3 | $422K | Sell |
1,067
-15
| -1% | -$5.94K | 0.45% | 43 |
|
|
2023
Q2 | $422K | Buy |
1,082
+56
| +5% | +$21.8K | 0.45% | 40 |
|
|
2023
Q1 | $373K | Buy |
1,026
+1
| +0.1% | +$364 | 0.4% | 51 |
|
|
2022
Q4 | $379K | Sell |
1,025
-957
| -48% | -$354K | 0.42% | 47 |
|
|
2022
Q3 | $608K | Buy |
1,982
+158
| +9% | +$48.5K | 0.69% | 39 |
|
|
2022
Q2 | $578K | Sell |
1,824
-26
| -1% | -$8.24K | 0.69% | 39 |
|
|
2022
Q1 | $666K | Buy |
1,850
+230
| +14% | +$82.8K | 0.83% | 35 |
|
|
2021
Q4 | $582K | Buy |
+1,620
| New | +$582K | 0.72% | 39 |
|