MasterCard Incorporated shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $247k | 513 | 481.22 |
| 2023-12-31 | $365k | 855 | 426.51 |
| 2023-09-30 | $575k | 1.5k | 395.91 |
| 2023-06-30 | $270k | 687 | 393.30 |
| 2023-03-31 | $215k | 618 | 347.73 |
| 2022-12-31 | $215k | 618 | 347.73 |
| 2022-06-30 | $206k | 652 | 315.95 |
| 2022-03-31 | $251k | 703 | 357.04 |
| 2021-12-31 | $253k | 703 | 359.89 |
| 2021-09-30 | $208k | 597 | 348.41 |
| 2021-06-30 | $218k | 597 | 365.16 |
| 2021-03-31 | $213k | 597 | 356.78 |
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