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
Tip: Access up to 7 years of quarterly data
All positions including MasterCard Incorporated held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Holistic Financial Partners
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