MasterCard Incorporated shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $696k | 1.2k | 568.81 |
| 2025-06-30 | $688k | 1.2k | 561.94 |
| 2025-03-31 | $671k | 1.2k | 548.12 |
| 2024-12-31 | $645k | 1.2k | 526.57 |
| 2024-09-30 | $604k | 1.2k | 493.80 |
| 2024-03-31 | $430k | 948 | 453.72 |
| 2023-12-31 | $293k | 688 | 426.51 |
| 2023-09-30 | $274k | 688 | 397.65 |
| 2023-06-30 | $387k | 983 | 393.53 |
| 2023-03-31 | $278k | 758 | 366.75 |
| 2022-12-31 | $239k | 688 | 347.73 |
| 2022-06-30 | $217k | 688 | 315.48 |