LAM
Lynch Asset Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
9,425
+2,500
| +36% | +$1.4M | 1.87% | 13 |
|
|
2025
Q1 | $3.8M | Hold |
6,925
| – | – | 1.7% | 19 |
|
|
2024
Q4 | $3.65M | Hold |
6,925
| – | – | 1.48% | 22 |
|
|
2024
Q3 | $3.42M | Hold |
6,925
| – | – | 1.44% | 22 |
|
|
2024
Q2 | $3.06M | Hold |
6,925
| – | – | 1.3% | 25 |
|
|
2024
Q1 | $3.33M | Hold |
6,925
| – | – | 1.57% | 23 |
|
|
2023
Q4 | $2.95M | Sell |
6,925
-35
| -0.5% | -$14.9K | 1.69% | 21 |
|
|
2023
Q3 | $2.76M | Hold |
6,960
| – | – | 1.81% | 18 |
|
|
2023
Q2 | $2.74M | Hold |
6,960
| – | – | 1.76% | 20 |
|
|
2023
Q1 | $2.53M | Hold |
6,960
| – | – | 1.81% | 22 |
|
|
2022
Q4 | $2.42M | Sell |
6,960
-1,700
| -20% | -$591K | 2.08% | 17 |
|
|
2022
Q3 | $2.46M | Hold |
8,660
| – | – | 2.21% | 17 |
|
|
2022
Q2 | $2.73M | Hold |
8,660
| – | – | 2.23% | 16 |
|
|
2022
Q1 | $3.1M | Hold |
8,660
| – | – | 2.21% | 17 |
|
|
2021
Q4 | $3.11M | Buy |
+8,660
| New | +$3.11M | 2.16% | 17 |
|