MasterCard Incorporated shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $37M | 67k | 561.97 |
| 2025-03-31 | $19M | 35k | 547.55 |
| 2024-12-31 | $12M | 23k | 526.61 |
| 2024-09-30 | $18M | 36k | 493.82 |
| 2024-03-31 | $3.4M | 7.2k | 481.69 |
| 2023-12-31 | $3.1M | 7.2k | 426.58 |
| 2023-09-30 | $2.3M | 5.8k | 396.00 |
| 2023-06-30 | $1.8M | 4.6k | 393.37 |
| 2023-03-31 | $1.7M | 4.8k | 363.47 |
| 2022-12-31 | $2.0M | 5.8k | 347.73 |
| 2022-09-30 | $1.7M | 6.0k | 284.12 |
| 2022-06-30 | $1.8M | 5.9k | 315.73 |
| 2022-03-31 | $2.1M | 5.9k | 357.23 |
| 2021-12-31 | $3.1M | 8.7k | 359.42 |
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