MasterCard Incorporated shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 985 | 568.94 |
| 2025-06-30 | $534k | 970 | 550.43 |
| 2025-03-31 | $685k | 1.3k | 547.95 |
| 2024-12-31 | $833k | 1.6k | 526.62 |
| 2024-09-30 | $942k | 1.9k | 493.83 |
| 2024-06-30 | $802k | 1.8k | 441.24 |
| 2024-03-31 | $865k | 1.8k | 481.59 |
| 2023-12-31 | $737k | 1.7k | 426.53 |
| 2023-09-30 | $636k | 1.6k | 391.08 |
| 2023-06-30 | $626k | 1.6k | 393.32 |
| 2023-03-31 | $577k | 1.6k | 363.42 |
| 2022-12-31 | $544k | 1.6k | 347.74 |
| 2022-09-30 | $347k | 1.2k | 284.19 |
| 2022-06-30 | $332k | 1.1k | 315.29 |
| 2022-03-31 | $370k | 1.0k | 357.83 |
| 2021-12-31 | $372k | 1.0k | 359.77 |