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MasterCard Incorporated shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $413k 857 481.58
2023-12-31 $320k 750 426.52
2023-09-30 $302k 763 395.92
2023-06-30 $372k 945 393.30
2023-03-31 $310k 852 363.41
2022-12-31 $254k 731 347.73

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Us Treas Bd Etf (GOVT)
Stellar Bancorp Ord (STEL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Chevron Corporation (CVX)

View all positions for Crestmont Private Wealth

Top funds holding MasterCard Incorporated

Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Wellington Management Company
Norges Bank Investment Management
Bank of New York Mellon
Henderson Group
Jennison Associates
Legal & General Group
Massachusetts Financial Services
Franklin Resources
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Akre Capital Management

View all funds holding MasterCard Incorporated