MasterCard Incorporated shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 494 | 580.64 |
| 2025-06-30 | $263k | 477 | 550.35 |
| 2025-03-31 | $234k | 477 | 489.91 |
| 2024-12-31 | $245k | 479 | 511.48 |
| 2024-09-30 | $239k | 487 | 490.76 |
| 2024-06-30 | $228k | 508 | 448.82 |
| 2024-03-31 | $239k | 499 | 478.96 |
| 2023-12-31 | $255k | 554 | 460.29 |
| 2023-09-30 | $243k | 608 | 399.67 |
| 2023-06-30 | $225k | 569 | 395.43 |
| 2023-03-31 | $222k | 596 | 372.48 |
| 2022-12-31 | $203k | 583 | 348.20 |