MasterCard Incorporated shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 6.5k | 568.80 |
| 2025-06-30 | $3.1M | 5.6k | 561.93 |
| 2025-03-31 | $3.1M | 5.6k | 548.11 |
| 2024-12-31 | $3.1M | 5.8k | 526.61 |
| 2024-09-30 | $5.0M | 10k | 493.76 |
| 2024-06-30 | $4.0M | 9.0k | 441.17 |
| 2024-03-31 | $4.1M | 8.5k | 481.58 |
| 2023-12-31 | $3.8M | 8.8k | 426.52 |
| 2023-09-30 | $3.3M | 3.2k | 1028.31 |
| 2023-06-30 | $1.3M | 3.4k | 393.31 |