MasterCard Incorporated shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 527 | 568.88 |
| 2025-06-30 | $296k | 527 | 561.99 |
| 2025-03-31 | $289k | 527 | 548.14 |
| 2024-12-31 | $281k | 533 | 526.57 |
| 2024-09-30 | $255k | 517 | 493.80 |
| 2024-06-30 | $316k | 717 | 441.16 |
| 2024-03-31 | $337k | 700 | 481.57 |
| 2023-12-31 | $295k | 700 | 421.89 |
| 2023-09-30 | $277k | 700 | 395.91 |
| 2023-06-30 | $275k | 700 | 393.30 |
| 2023-03-31 | $254k | 700 | 363.41 |
| 2022-12-31 | $243k | 700 | 347.73 |
| 2022-06-30 | $231k | 733 | 315.14 |
| 2022-03-31 | $263k | 743 | 353.97 |
| 2021-12-31 | $813k | 2.3k | 359.26 |
| 2021-09-30 | $871k | 2.5k | 347.57 |
| 2021-06-30 | $928k | 2.5k | 376.32 |
| 2021-03-31 | $258k | 710 | 363.38 |
| 2020-12-31 | $253k | 710 | 356.34 |