MasterCard Incorporated shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 749 | 568.81 |
| 2025-06-30 | $439k | 781 | 561.94 |
| 2025-03-31 | $434k | 791 | 548.12 |
| 2024-12-31 | $394k | 749 | 526.57 |
| 2024-09-30 | $394k | 799 | 493.66 |
| 2024-06-30 | $309k | 701 | 440.99 |
| 2024-03-31 | $308k | 640 | 481.34 |
| 2023-12-31 | $274k | 642 | 426.28 |
| 2023-09-30 | $255k | 645 | 395.74 |
| 2023-06-30 | $248k | 632 | 393.03 |
| 2023-03-31 | $267k | 736 | 363.17 |
| 2022-12-31 | $235k | 676 | 347.97 |
| 2022-09-30 | $222k | 779 | 284.98 |
| 2022-06-30 | $237k | 758 | 312.66 |
| 2022-03-31 | $262k | 732 | 357.92 |
| 2021-12-31 | $359k | 999 | 359.36 |
| 2021-09-30 | $356k | 1.0k | 345.30 |
| 2021-06-30 | $308k | 843 | 365.36 |