LWM Advisory Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
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|
2025
Q1 | $569K | Hold |
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|
2024
Q4 | $543K | Hold |
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|
2024
Q3 | $513K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $483K | Sell |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $578K | Sell |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $582K | Buy |
|