MasterCard Incorporated shares owned by Forum Financial Management
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in MasterCard Incorporated
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All positions including MasterCard Incorporated held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in MasterCard Incorporated by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 5.3k | 568.83 |
| 2025-06-30 | $2.7M | 4.8k | 561.95 |
| 2025-03-31 | $2.4M | 4.4k | 548.11 |
| 2024-12-31 | $2.3M | 4.3k | 526.53 |
| 2024-09-30 | $1.9M | 3.9k | 493.76 |
| 2024-06-30 | $1.7M | 3.8k | 441.11 |
| 2024-03-31 | $1.8M | 3.7k | 481.57 |
| 2023-12-31 | $1.6M | 3.7k | 426.51 |
| 2023-09-30 | $1.3M | 3.4k | 395.91 |
| 2023-06-30 | $1.3M | 3.2k | 393.30 |
| 2023-03-31 | $1.2M | 3.2k | 363.41 |
| 2022-12-31 | $1.2M | 3.5k | 347.73 |
| 2022-09-30 | $1.0M | 3.6k | 284.35 |
| 2022-06-30 | $1.4M | 4.3k | 315.59 |
| 2022-03-31 | $1.2M | 3.4k | 357.33 |
| 2021-12-31 | $1.2M | 3.4k | 359.36 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management