MasterCard Incorporated shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $715k | 1.4k | 526.41 |
| 2024-09-30 | $699k | 1.4k | 493.97 |
| 2024-06-30 | $640k | 1.5k | 441.27 |
| 2024-03-31 | $542k | 1.1k | 481.72 |
| 2023-09-30 | $309k | 779 | 395.98 |
| 2023-06-30 | $295k | 751 | 393.33 |
| 2023-03-31 | $280k | 769 | 363.87 |
| 2022-12-31 | $273k | 785 | 347.87 |
| 2022-09-30 | $210k | 737 | 284.94 |
| 2022-06-30 | $237k | 749 | 316.42 |
| 2022-03-31 | $243k | 681 | 356.83 |
| 2021-12-31 | $245k | 681 | 359.77 |
| 2021-06-30 | $248k | 680 | 364.71 |
| 2021-03-31 | $210k | 590 | 355.93 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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