MasterCard Incorporated shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629k | 1.1k | 578.81 |
| 2025-06-30 | $589k | 1.0k | 562.44 |
| 2025-03-31 | $538k | 1.1k | 509.75 |
| 2024-12-31 | $523k | 1.0k | 504.67 |
| 2024-09-30 | $544k | 1.1k | 514.07 |
| 2024-06-30 | $460k | 1.1k | 433.64 |
| 2024-03-31 | $515k | 1.1k | 459.82 |
| 2023-12-31 | $500k | 1.2k | 430.72 |
| 2023-09-30 | $455k | 1.2k | 387.87 |
| 2023-06-30 | $433k | 1.1k | 393.30 |
| 2023-03-31 | $421k | 1.1k | 379.86 |
| 2022-12-31 | $397k | 1.1k | 370.83 |
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