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MasterCard Incorporated shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in MasterCard Incorporated

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All positions including MasterCard Incorporated held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 584 568.41
2025-06-30 $315k 560 561.53
2025-03-31 $293k 535 547.70
2024-12-31 $278k 528 526.16
2024-09-30 $259k 524 493.41
2024-06-30 $250k 566 440.84
2024-03-31 $221k 458 481.57
2023-12-31 $230k 538 426.51
2023-09-30 $222k 561 395.91
2023-06-30 $218k 553 393.30
2023-03-31 $203k 558 363.41
2021-12-31 $201k 558 360.22
2018-03-31 $66k 374 176.47
2017-12-31 $57k 374 152.41